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 | $60,629 | $84,402-28.2% | $61,373-1.2% | $134,475-54.9% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.28% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $739 | $1,544-52.2% | $1,159-36.3% | $4,740-84.4% |
| Participant deferral / active EE | $2,579 | $2,819-8.5% | $2,125+21.4% | $6,400-59.7% |
| Admin fee / account holder | $729 | $2,585-71.8% | $2,130-65.8% | $11,426-93.6% |