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 | $84,005 | $102,616-18.1% | $81,983+2.5% | $158,922-47.1% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.2%-23.1pp | 82.0%-35.8pp |
| Annual return | 28.09% | 61.04%-33.0pp | 41.31%-13.2pp | 302.83%-274.7pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,852 | $4,648+90.4% | $3,722+137.8% | $5,982+48.0% |
| Admin fee / account holder | $350 | $8,235-95.7% | $5,664-93.8% | $11,246-96.9% |