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 | $56,784 | $102,317-44.5% | $146,958-61.4% | $80,856-29.8% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.2%-19.4pp | 67.6%-4.8pp |
| Annual return | 14.37% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,184 | $3,713-41.2% | $4,933-55.7% | $2,755-20.7% |
| Participant deferral / active EE | $4,049 | $6,644-39.1% | $8,070-49.8% | $4,296-5.7% |
| Admin fee / account holder | $2,973 | $7,941-62.6% | $12,998-77.1% | $6,918-57.0% |