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 | $64,620 | $82,664-21.8% | $125,339-48.4% | $68,494-5.7% |
| Participation rate | 56.0% | 75.0%-19.0pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,532 | $3,381-25.1% | $4,814-47.4% | $2,596-2.5% |
| Participant deferral / active EE | $4,432 | $6,110-27.5% | $7,446-40.5% | $4,027+10.1% |
| Admin fee / account holder | $2,204 | $6,275-64.9% | $10,010-78.0% | $5,403-59.2% |