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 | $46,395 | $60,124-22.8% | $90,404-48.7% | $79,858-41.9% |
| Participation rate | 42.4% | 65.0%-22.6pp | 72.7%-30.3pp | 69.6%-27.2pp |
| Annual return | 20.25% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $907 | $2,068-56.1% | $3,262-72.2% | $2,471-63.3% |
| Participant deferral / active EE | $2,210 | $2,938-24.8% | $3,963-44.2% | $3,740-40.9% |
| Admin fee / account holder | $931 | $3,976-76.6% | $5,611-83.4% | $5,306-82.5% |