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 | $43,618 | $102,317-57.4% | $146,958-70.3% | $80,856-46.1% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 12.04% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,885 | $3,713-49.2% | $4,933-61.8% | $2,755-31.6% |
| Participant deferral / active EE | $6,027 | $6,644-9.3% | $8,070-25.3% | $4,296+40.3% |
| Admin fee / account holder | $5,203 | $7,941-34.5% | $12,998-60.0% | $6,918-24.8% |