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 | $48,528 | $81,625-40.5% | $58,482-17.0% | $139,434-65.2% |
| Participation rate | 31.3% | 61.3%-30.1pp | 50.9%-19.6pp | 80.3%-49.1pp |
| Annual return | 14.78% | 7404.20%-7389.4pp | 4239.32%-4224.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $888 | $1,398-36.5% | $1,053-15.7% | $4,751-81.3% |
| Participant deferral / active EE | $3,104 | $2,557+21.4% | $1,924+61.3% | $6,710-53.7% |
| Admin fee / account holder | $2,243 | $3,265-31.3% | $2,516-10.8% | $11,403-80.3% |