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 7-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 | $39,417 | $138,044-71.4% | $125,339-68.6% | $134,475-70.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.22% | 750.33%-762.5pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,545 | $5,243-51.5% | $4,814-47.1% | $4,740-46.3% |
| Participant deferral / active EE | $10,933 | $7,799+40.2% | $7,446+46.8% | $6,400+70.8% |
| Admin fee / account holder | $6,551 | $11,571-43.4% | $10,010-34.5% | $11,426-42.7% |