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 | $67,844 | $123,909-45.2% | $69,647-2.6% | $145,922-53.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 66.5%-6.5pp | 80.3%-20.3pp |
| Annual return | 8.33% | 190.55%-182.2pp | 100.48%-92.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,380 | $2,682-48.6% | $1,712-19.4% | $4,660-70.4% |
| Participant deferral / active EE | $9,438 | $4,236+122.8% | $2,886+227.0% | $6,688+41.1% |
| Admin fee / account holder | $656 | $7,863-91.7% | $4,713-86.1% | $13,397-95.1% |