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 | $46,043 | $159,901-71.2% | $146,958-68.7% | $145,922-68.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 11.14% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,238 | $5,286-57.7% | $4,933-54.6% | $4,660-52.0% |
| Participant deferral / active EE | $3,279 | $8,428-61.1% | $8,070-59.4% | $6,688-51.0% |
| Admin fee / account holder | $10,425 | $15,044-30.7% | $12,998-19.8% | $13,397-22.2% |