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 | $45,248 | $102,317-55.8% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 68.6% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 32.47% | 134.76%-102.3pp | 418.34%-385.9pp | 35.59%-3.1pp |
| Employer contribution / active EE | $2,984 | $3,713-19.6% | $4,933-39.5% | $2,755+8.3% |
| Participant deferral / active EE | $5,544 | $6,644-16.6% | $8,070-31.3% | $4,296+29.1% |
| Admin fee / account holder | $1,341 | $7,941-83.1% | $12,998-89.7% | $6,918-80.6% |