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 9-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 | $37,592 | $118,919-68.4% | $88,538-57.5% | $152,861-75.4% |
| Participation rate | 54.5% | 73.4%-18.8pp | 68.7%-14.2pp | 82.4%-27.9pp |
| Annual return | 68.11% | 47.92%+20.2pp | 43.64%+24.5pp | 345.32%-277.2pp |
| Employer contribution / active EE | $2,250 | $2,669-15.7% | $2,098+7.2% | $4,762-52.8% |
| Participant deferral / active EE | $6,162 | $3,549+73.7% | $2,914+111.5% | $5,850+5.3% |
| Admin fee / account holder | $7,544 | $5,876+28.4% | $4,310+75.0% | $11,596-34.9% |