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 | $42,323 | $59,417-28.8% | $93,606-54.8% | $74,495-43.2% |
| Participation rate | 31.4% | 59.7%-28.3pp | 68.7%-37.3pp | 67.2%-35.8pp |
| Annual return | 18.86% | 81.83%-63.0pp | 133.20%-114.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $639 | $1,264-49.5% | $2,420-73.6% | $2,623-75.7% |
| Participant deferral / active EE | $1,376 | $3,050-54.9% | $4,411-68.8% | $4,346-68.3% |
| Admin fee / account holder | $2,667 | $3,021-11.7% | $8,285-67.8% | $1,942+37.4% |