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 8-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 | $37,567 | $109,413-65.7% | $156,263-76.0% | $84,808-55.7% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 198.92% | 20.18%+178.7pp | 59.47%+139.4pp | 40.90%+158.0pp |
| Employer contribution / active EE | $1,624 | $2,907-44.1% | $4,333-62.5% | $2,631-38.3% |
| Participant deferral / active EE | $3,053 | $4,590-33.5% | $6,158-50.4% | $4,212-27.5% |
| Admin fee / account holder | $3,096 | $9,357-66.9% | $14,255-78.3% | $7,344-57.8% |