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 | $55,740 | $92,703-39.9% | $82,719-32.6% | $134,475-58.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -1.16% | 944.92%-946.1pp | 701.18%-702.3pp | 417.96%-419.1pp |
| Employer contribution / active EE | $826 | $3,274-74.8% | $3,009-72.6% | $4,740-82.6% |
| Participant deferral / active EE | $1,011 | $4,802-79.0% | $4,395-77.0% | $6,400-84.2% |
| Admin fee / account holder | $746 | $5,983-87.5% | $5,329-86.0% | $11,426-93.5% |