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 | $45,148 | $63,764-29.2% | $81,930-44.9% | $79,858-43.5% |
| Participation rate | 48.8% | 67.5%-18.7pp | 72.0%-23.2pp | 69.6%-20.8pp |
| Annual return | 358.00% | 22.66%+335.3pp | 29.49%+328.5pp | 31.71%+326.3pp |
| Employer contribution / active EE | $1,013 | $1,795-43.6% | $4,310-76.5% | $2,471-59.0% |
| Participant deferral / active EE | $2,740 | $2,780-1.4% | $7,107-61.4% | $3,740-26.7% |
| Admin fee / account holder | $496 | $4,426-88.8% | $5,158-90.4% | $5,306-90.6% |