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 | $47,917 | $49,173-2.6% | $121,098-60.4% | $75,163-36.2% |
| Participation rate | 37.9% | 55.4%-17.5pp | 69.5%-31.6pp | 67.2%-29.3pp |
| Annual return | 20.46% | 55.99%-35.5pp | 985.75%-965.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,920 | $1,546+24.2% | $4,164-53.9% | $2,670-28.1% |
| Participant deferral / active EE | $1,045 | $2,628-60.2% | $4,080-74.4% | $4,125-74.7% |
| Admin fee / account holder | $927 | $3,942-76.5% | $5,644-83.6% | $5,651-83.6% |