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 | $53,847 | $102,317-47.4% | $146,958-63.4% | $80,856-33.4% |
| Participation rate | 65.9% | 75.8%-10.0pp | 82.2%-16.3pp | 67.6%-1.8pp |
| Annual return | 12.23% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,601 | $3,713+50.9% | $4,933+13.6% | $2,755+103.3% |
| Participant deferral / active EE | $5,789 | $6,644-12.9% | $8,070-28.3% | $4,296+34.8% |
| Admin fee / account holder | $25,865 | $7,941+225.7% | $12,998+99.0% | $6,918+273.9% |