See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,799 | $138,044-56.7% | $125,339-52.3% | $134,475-55.5% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -4.06% | 750.33%-754.4pp | 572.05%-576.1pp | 417.96%-422.0pp |
| Employer contribution / active EE | $4,486 | $5,243-14.4% | $4,814-6.8% | $4,740-5.3% |
| Participant deferral / active EE | $14,721 | $7,799+88.8% | $7,446+97.7% | $6,400+130.0% |
| Admin fee / account holder | $8,225 | $11,571-28.9% | $10,010-17.8% | $11,426-28.0% |