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 8-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 | $36,222 | $138,044-73.8% | $125,339-71.1% | $134,475-73.1% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -13.25% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,335 | $5,243-55.5% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $5,032 | $7,799-35.5% | $7,446-32.4% | $6,400-21.4% |
| Admin fee / account holder | $8,019 | $11,571-30.7% | $10,010-19.9% | $11,426-29.8% |