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 | $62,149 | $83,902-25.9% | $167,512-62.9% | $84,808-26.7% |
| Participation rate | 38.9% | 66.5%-27.6pp | 77.1%-38.2pp | 68.3%-29.4pp |
| Annual return | 17.67% | 91.55%-73.9pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,163 | $2,264-48.6% | $3,882-70.0% | $2,631-55.8% |
| Participant deferral / active EE | $2,594 | $4,442-41.6% | $6,405-59.5% | $4,212-38.4% |
| Admin fee / account holder | $2,625 | $7,915-66.8% | $9,769-73.1% | $7,344-64.3% |