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 | $24,031 | $69,763-65.6% | $67,502-64.4% | $74,495-67.7% |
| Participation rate | 59.1% | 71.4%-12.3pp | 72.9%-13.8pp | 67.2%-8.1pp |
| Annual return | 27.93% | -40.34%+68.3pp | 3512.12%-3484.2pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $1,557 | $2,704-42.4% | $2,731-43.0% | $2,623-40.6% |
| Participant deferral / active EE | $2,047 | $3,636-43.7% | $4,000-48.8% | $4,346-52.9% |
| Admin fee / account holder | $2,069 | $896+131.0% | $3,998-48.2% | $1,942+6.6% |