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 | $35,488 | $102,317-65.3% | $146,958-75.9% | $80,856-56.1% |
| Participation rate | 38.6% | 75.8%-37.2pp | 82.2%-43.6pp | 67.6%-29.0pp |
| Annual return | 38.37% | 134.76%-96.4pp | 418.34%-380.0pp | 35.59%+2.8pp |
| Employer contribution / active EE | $1,754 | $3,713-52.8% | $4,933-64.4% | $2,755-36.3% |
| Participant deferral / active EE | $3,693 | $6,644-44.4% | $8,070-54.2% | $4,296-14.0% |
| Admin fee / account holder | $8,915 | $7,941+12.3% | $12,998-31.4% | $6,918+28.9% |