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 | $51,875 | $58,726-11.7% | $92,233-43.8% | $62,292-16.7% |
| Participation rate | 47.0% | 68.3%-21.3pp | 76.5%-29.5pp | 69.5%-22.5pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,384 | $2,392-42.1% | $3,679-62.4% | $2,042-32.2% |
| Participant deferral / active EE | $2,052 | $2,766-25.8% | $3,897-47.3% | $3,169-35.3% |
| Admin fee / account holder | $598 | $556+7.4% | $5,194-88.5% | $479+24.7% |