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 | $27,377 | $54,705-50.0% | $71,209-61.6% | $84,808-67.7% |
| Participation rate | 35.3% | 64.1%-28.8pp | 73.8%-38.5pp | 68.3%-33.0pp |
| Annual return | 90.05% | 35.90%+54.2pp | 282.51%-192.5pp | 40.90%+49.2pp |
| Employer contribution / active EE | $1,003 | $2,158-53.5% | $2,721-63.1% | $2,631-61.9% |
| Participant deferral / active EE | $1,249 | $3,030-58.8% | $4,175-70.1% | $4,212-70.4% |
| Admin fee / account holder | $1,619 | $4,863-66.7% | $5,349-69.7% | $7,344-78.0% |