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 | $59,943 | $54,350+10.3% | $82,719-27.5% | $68,494-12.5% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.4pp | 67.9%-20.7pp |
| Annual return | -17.26% | -13.67%-3.6pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,136 | $2,218-3.7% | $3,009-29.0% | $2,596-17.7% |
| Participant deferral / active EE | $5,146 | $3,246+58.5% | $4,395+17.1% | $4,027+27.8% |
| Admin fee / account holder | $1,370 | $4,395-68.8% | $5,329-74.3% | $5,403-74.6% |