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 | $39,166 | $47,977-18.4% | $154,107-74.6% | $56,287-30.4% |
| Participation rate | 60.4% | 66.2%-5.8pp | 83.0%-22.7pp | 69.9%-9.5pp |
| Annual return | -5.50% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,353 | $2,169-37.6% | $5,298-74.5% | $2,111-35.9% |
| Participant deferral / active EE | $2,834 | $2,392+18.5% | $5,081-44.2% | $3,350-15.4% |
| Admin fee / account holder | $814 | $438+85.7% | $13,411-93.9% | $521+56.2% |