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 8-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 | $50,296 | $83,902-40.1% | $167,512-70.0% | $84,808-40.7% |
| Participation rate | 55.6% | 66.5%-10.9pp | 77.1%-21.5pp | 68.3%-12.8pp |
| Annual return | 17.29% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,530 | $2,264-32.4% | $3,882-60.6% | $2,631-41.9% |
| Participant deferral / active EE | $3,788 | $4,442-14.7% | $6,405-40.9% | $4,212-10.1% |
| Admin fee / account holder | $1,347 | $7,915-83.0% | $9,769-86.2% | $7,344-81.7% |