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 | $47,255 | $102,317-53.8% | $146,958-67.8% | $80,856-41.6% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.2%-15.9pp | 67.6%-1.3pp |
| Annual return | 13.33% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,796 | $3,713-51.6% | $4,933-63.6% | $2,755-34.8% |
| Participant deferral / active EE | $5,419 | $6,644-18.4% | $8,070-32.8% | $4,296+26.1% |
| Admin fee / account holder | $3,233 | $7,941-59.3% | $12,998-75.1% | $6,918-53.3% |