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 10-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 | $34,926 | $45,152-22.6% | $73,843-52.7% | $59,632-41.4% |
| Participation rate | 56.0% | 64.0%-8.1pp | 73.4%-17.5pp | 68.7%-12.7pp |
| Annual return | -1.68% | 27.40%-29.1pp | 2267.84%-2269.5pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,470 | $1,902-22.7% | $2,787-47.2% | $2,203-33.2% |
| Participant deferral / active EE | $2,717 | $2,574+5.6% | $3,583-24.2% | $3,192-14.9% |
| Admin fee / account holder | $1,913 | $3,516-45.6% | $4,880-60.8% | $4,297-55.5% |