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 5-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 | $87,180 | $83,902+3.9% | $167,512-48.0% | $84,808+2.8% |
| Participation rate | 26.7% | 66.5%-39.8pp | 77.1%-50.4pp | 68.3%-41.6pp |
| Annual return | 18.24% | 91.55%-73.3pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,224 | $2,264-1.7% | $3,882-42.7% | $2,631-15.5% |
| Participant deferral / active EE | $2,909 | $4,442-34.5% | $6,405-54.6% | $4,212-30.9% |
| Admin fee / account holder | $1,083 | $7,915-86.3% | $9,769-88.9% | $7,344-85.2% |