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 4-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 | $16,358 | $106,515-84.6% | $96,683-83.1% | $139,434-88.3% |
| Participation rate | 15.0% | 77.8%-62.8pp | 74.3%-59.3pp | 80.3%-65.3pp |
| Annual return | 225.13% | 38.43%+186.7pp | 35.69%+189.4pp | 372.94%-147.8pp |
| Employer contribution / active EE | $6,570 | $4,103+60.1% | $3,737+75.8% | $4,751+38.3% |
| Participant deferral / active EE | $2,283 | $5,454-58.1% | $4,878-53.2% | $6,710-66.0% |
| Admin fee / account holder | $6,936 | $7,877-11.9% | $6,730+3.1% | $11,403-39.2% |