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 10-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 | $47,213 | $99,640-52.6% | $86,436-45.4% | $134,475-64.9% |
| Participation rate | 63.2% | 82.0%-18.9pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -19.52% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,431 | $4,400-44.8% | $3,769-35.5% | $4,740-48.7% |
| Participant deferral / active EE | $5,085 | $7,246-29.8% | $6,952-26.8% | $6,400-20.5% |
| Admin fee / account holder | $7,725 | $8,371-7.7% | $6,731+14.8% | $11,426-32.4% |