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 6-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 | $44,928 | $49,922-10.0% | $80,569-44.2% | $75,163-40.2% |
| Participation rate | 43.3% | 55.3%-12.0pp | 67.0%-23.7pp | 67.2%-23.9pp |
| Annual return | 45.68% | 34.69%+11.0pp | 935.43%-889.7pp | 160.62%-114.9pp |
| Employer contribution / active EE | $2,778 | $1,698+63.6% | $2,723+2.0% | $2,670+4.1% |
| Participant deferral / active EE | $4,631 | $2,990+54.9% | $4,447+4.1% | $4,125+12.3% |
| Admin fee / account holder | $652 | $3,577-81.8% | $5,377-87.9% | $5,651-88.5% |