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 9-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 | $54,555 | $88,083-38.1% | $164,813-66.9% | $74,495-26.8% |
| Participation rate | 65.4% | 73.0%-7.6pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 17.56% | 17.26%+0.3pp | 69.93%-52.4pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,449 | $2,593-5.6% | $4,341-43.6% | $2,623-6.6% |
| Participant deferral / active EE | $5,529 | $4,498+22.9% | $6,031-8.3% | $4,346+27.2% |
| Admin fee / account holder | $3,401 | $2,234+52.3% | $12,690-73.2% | $1,942+75.2% |