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 | $15,474 | $84,695-81.7% | $73,843-79.0% | $125,391-87.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -2.12% | 3123.53%-3125.6pp | 2267.84%-2270.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,076 | $3,123-65.6% | $2,787-61.4% | $4,866-77.9% |
| Participant deferral / active EE | $2,902 | $3,992-27.3% | $3,583-19.0% | $5,352-45.8% |
| Admin fee / account holder | $374 | $5,691-93.4% | $4,880-92.3% | $9,540-96.1% |