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 | $74,327 | $102,317-27.4% | $146,958-49.4% | $80,856-8.1% |
| Participation rate | 64.1% | 75.8%-11.8pp | 82.2%-18.1pp | 67.6%-3.6pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,779 | $3,713-25.2% | $4,933-43.7% | $2,755+0.9% |
| Participant deferral / active EE | $5,882 | $6,644-11.5% | $8,070-27.1% | $4,296+36.9% |
| Admin fee / account holder | $3,747 | $7,941-52.8% | $12,998-71.2% | $6,918-45.8% |