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 | $34,407 | $135,635-74.6% | $110,238-68.8% | $135,375-74.6% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.8%-16.7pp | 82.6%-19.5pp |
| Annual return | -5.66% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,129 | $4,906-56.6% | $3,826-44.4% | $4,779-55.5% |
| Participant deferral / active EE | $4,433 | $5,506-19.5% | $4,672-5.1% | $5,609-21.0% |
| Admin fee / account holder | $7,360 | $11,457-35.8% | $8,547-13.9% | $10,827-32.0% |