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 | $45,234 | $156,846-71.2% | $121,098-62.6% | $139,434-67.6% |
| Participation rate | 38.5% | 76.4%-38.0pp | 69.5%-31.0pp | 80.3%-41.9pp |
| Annual return | 25.31% | 1474.56%-1449.2pp | 985.75%-960.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,207 | $5,536-78.2% | $4,164-71.0% | $4,751-74.6% |
| Participant deferral / active EE | $1,616 | $4,844-66.7% | $4,080-60.4% | $6,710-75.9% |
| Admin fee / account holder | $315 | $6,946-95.5% | $5,644-94.4% | $11,403-97.2% |