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 5-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 | $38,427 | $49,173-21.9% | $121,098-68.3% | $75,163-48.9% |
| Participation rate | 68.0% | 55.4%+12.6pp | 69.5%-1.5pp | 67.2%+0.8pp |
| Annual return | 20.67% | 55.99%-35.3pp | 985.75%-965.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,497 | $1,546+61.6% | $4,164-40.0% | $2,670-6.5% |
| Participant deferral / active EE | $6,054 | $2,628+130.4% | $4,080+48.4% | $4,125+46.8% |
| Admin fee / account holder | $841 | $3,942-78.7% | $5,644-85.1% | $5,651-85.1% |