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 | $48,086 | $111,724-57.0% | $93,606-48.6% | $145,922-67.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.84% | 202.98%-192.1pp | 133.20%-122.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,302 | $3,090+6.9% | $2,420+36.4% | $4,660-29.1% |
| Participant deferral / active EE | $5,656 | $4,912+15.1% | $4,411+28.2% | $6,688-15.4% |
| Admin fee / account holder | $530 | $10,250-94.8% | $8,285-93.6% | $13,397-96.0% |