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 | $97,372 | $82,630+17.8% | $64,105+51.9% | $125,391-22.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -1.68% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,021 | $2,671-61.8% | $1,820-43.9% | $4,866-79.0% |
| Participant deferral / active EE | $2,595 | $3,608-28.1% | $2,822-8.0% | $5,352-51.5% |
| Admin fee / account holder | $1,673 | $6,382-73.8% | $4,499-62.8% | $9,540-82.5% |