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 | $40,343 | $105,998-61.9% | $92,233-56.3% | $147,584-72.7% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 13.81% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,362 | $4,333-68.6% | $3,679-63.0% | $4,876-72.1% |
| Participant deferral / active EE | $1,375 | $4,478-69.3% | $3,897-64.7% | $5,439-74.7% |
| Admin fee / account holder | $986 | $6,332-84.4% | $5,194-81.0% | $10,885-90.9% |