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 7-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 | $37,546 | $60,323-37.8% | $81,812-54.1% | $74,495-49.6% |
| Participation rate | 67.6% | 62.9%+4.8pp | 72.3%-4.7pp | 67.2%+0.4pp |
| Annual return | 13.39% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $440 | $2,620-83.2% | $2,912-84.9% | $2,623-83.2% |
| Participant deferral / active EE | $4,149 | $3,387+22.5% | $4,319-3.9% | $4,346-4.5% |
| Admin fee / account holder | $7,320 | $1,486+392.7% | $7,386-0.9% | $1,942+277.0% |