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 | $42,893 | $84,402-49.2% | $61,373-30.1% | $134,475-68.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -14.11% | 584.55%-598.7pp | 338.61%-352.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,099 | $1,544-28.8% | $1,159-5.2% | $4,740-76.8% |
| Participant deferral / active EE | $3,313 | $2,819+17.5% | $2,125+55.9% | $6,400-48.2% |
| Admin fee / account holder | $3,277 | $2,585+26.7% | $2,130+53.9% | $11,426-71.3% |