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 7-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 | $33,532 | $102,317-67.2% | $146,958-77.2% | $80,856-58.5% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.2%-12.5pp | 67.6%+2.1pp |
| Annual return | 19.35% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $2,393 | $3,713-35.6% | $4,933-51.5% | $2,755-13.1% |
| Participant deferral / active EE | $4,726 | $6,644-28.9% | $8,070-41.4% | $4,296+10.0% |
| Admin fee / account holder | $4,207 | $7,941-47.0% | $12,998-67.6% | $6,918-39.2% |