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 8-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 | $28,920 | $95,561-69.7% | $77,163-62.5% | $139,434-79.3% |
| Participation rate | 26.7% | 73.9%-47.3pp | 69.6%-42.9pp | 80.3%-53.7pp |
| Annual return | 65.53% | 54.92%+10.6pp | 37.87%+27.7pp | 372.94%-307.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,291 | $4,624-50.4% | $3,833-40.2% | $6,710-65.9% |
| Admin fee / account holder | $1,472 | $8,295-82.3% | $5,472-73.1% | $11,403-87.1% |