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 3-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 | $24,301 | $117,983-79.4% | $101,794-76.1% | $142,382-82.9% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.2%-11.3pp | 80.1%-22.2pp |
| Annual return | 251.15% | 36.92%+214.2pp | 30.53%+220.6pp | 217.08%+34.1pp |
| Employer contribution / active EE | $1,649 | $2,773-40.5% | $2,289-27.9% | $4,299-61.6% |
| Participant deferral / active EE | $2,054 | $4,714-56.4% | $4,084-49.7% | $6,507-68.4% |
| Admin fee / account holder | $3,202 | $10,433-69.3% | $8,777-63.5% | $12,624-74.6% |