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 | $23,542 | $138,065-82.9% | $123,544-80.9% | $135,375-82.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.54% | 153.68%-153.1pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,615 | $5,151-68.6% | $4,628-65.1% | $4,779-66.2% |
| Participant deferral / active EE | $3,874 | $6,799-43.0% | $6,426-39.7% | $5,609-30.9% |
| Admin fee / account holder | $2,148 | $10,916-80.3% | $9,284-76.9% | $10,827-80.2% |