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 | $31,524 | $49,173-35.9% | $121,098-74.0% | $75,163-58.1% |
| Participation rate | 32.1% | 55.4%-23.3pp | 69.5%-37.4pp | 67.2%-35.1pp |
| Annual return | 445.86% | 55.99%+389.9pp | 985.75%-539.9pp | 160.62%+285.2pp |
| Employer contribution / active EE | $735 | $1,546-52.4% | $4,164-82.3% | $2,670-72.5% |
| Participant deferral / active EE | $2,180 | $2,628-17.0% | $4,080-46.6% | $4,125-47.2% |
| Admin fee / account holder | $2,705 | $3,942-31.4% | $5,644-52.1% | $5,651-52.1% |