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 7-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 | $83,154 | $99,640-16.5% | $86,436-3.8% | $134,475-38.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.91% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,148 | $4,400-73.9% | $3,769-69.5% | $4,740-75.8% |
| Participant deferral / active EE | $16,672 | $7,246+130.1% | $6,952+139.8% | $6,400+160.5% |
| Admin fee / account holder | $679 | $8,371-91.9% | $6,731-89.9% | $11,426-94.1% |