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 5-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 | $37,981 | $49,922-23.9% | $80,569-52.9% | $75,163-49.5% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 31.29% | 34.69%-3.4pp | 935.43%-904.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $1,250 | $1,698-26.4% | $2,723-54.1% | $2,670-53.2% |
| Participant deferral / active EE | $1,934 | $2,990-35.3% | $4,447-56.5% | $4,125-53.1% |
| Admin fee / account holder | $4,132 | $3,577+15.5% | $5,377-23.2% | $5,651-26.9% |