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 6-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 | $33,287 | $96,635-65.6% | $86,612-61.6% | $139,434-76.1% |
| Participation rate | 52.4% | 74.4%-22.0pp | 71.7%-19.3pp | 80.3%-27.9pp |
| Annual return | 20.67% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,329 | $3,263-59.3% | $3,022-56.0% | $4,751-72.0% |
| Participant deferral / active EE | $4,028 | $4,836-16.7% | $4,438-9.2% | $6,710-40.0% |
| Admin fee / account holder | $975 | $6,408-84.8% | $5,614-82.6% | $11,403-91.4% |