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 | $75,314 | $138,044-45.4% | $125,339-39.9% | $134,475-44.0% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -13.01% | 750.33%-763.3pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,831 | $5,243-46.0% | $4,814-41.2% | $4,740-40.3% |
| Participant deferral / active EE | $6,093 | $7,799-21.9% | $7,446-18.2% | $6,400-4.8% |
| Admin fee / account holder | $11,202 | $11,571-3.2% | $10,010+11.9% | $11,426-2.0% |