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 6-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 | $41,128 | $152,509-73.0% | $117,472-65.0% | $134,475-69.4% |
| Participation rate | 65.2% | 77.1%-11.9pp | 70.6%-5.4pp | 81.2%-16.0pp |
| Annual return | -20.38% | 52.99%-73.4pp | 29.74%-50.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,530 | $5,571-54.6% | $4,176-39.4% | $4,740-46.6% |
| Participant deferral / active EE | $5,050 | $4,818+4.8% | $4,070+24.1% | $6,400-21.1% |
| Admin fee / account holder | $756 | $7,004-89.2% | $5,645-86.6% | $11,426-93.4% |