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 | $67,687 | $72,404-6.5% | $110,238-38.6% | $64,186+5.5% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.8pp |
| Annual return | -2.10% | -6.29%+4.2pp | 314.74%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,876 | $2,282+26.1% | $3,826-24.8% | $2,381+20.8% |
| Participant deferral / active EE | $4,875 | $3,469+40.5% | $4,672+4.3% | $3,470+40.5% |
| Admin fee / account holder | $3,687 | $5,664-34.9% | $8,547-56.9% | $4,888-24.6% |