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 | $31,781 | $102,317-68.9% | $146,958-78.4% | $80,856-60.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 34.64% | 134.76%-100.1pp | 418.34%-383.7pp | 35.59%-0.9pp |
| Employer contribution / active EE | $3,129 | $3,713-15.7% | $4,933-36.6% | $2,755+13.6% |
| Participant deferral / active EE | $5,922 | $6,644-10.9% | $8,070-26.6% | $4,296+37.9% |
| Admin fee / account holder | $416 | $7,941-94.8% | $12,998-96.8% | $6,918-94.0% |