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 6-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 | $32,629 | $53,516-39.0% | $126,539-74.2% | $84,808-61.5% |
| Participation rate | 21.6% | 58.2%-36.6pp | 69.8%-48.2pp | 68.3%-46.7pp |
| Annual return | 13.62% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,179 | $2,671-55.9% | $4,083-71.1% | $4,212-72.0% |
| Admin fee / account holder | $14,542 | $4,497+223.4% | $6,065+139.8% | $7,344+98.0% |