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 | $37,315 | $111,754-66.6% | $103,333-63.9% | $145,922-74.4% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 56.01% | 24.77%+31.2pp | 24.88%+31.1pp | 561.29%-505.3pp |
| Employer contribution / active EE | $2,718 | $4,212-35.5% | $3,868-29.7% | $4,660-41.7% |
| Participant deferral / active EE | $3,457 | $5,619-38.5% | $5,057-31.7% | $6,688-48.3% |
| Admin fee / account holder | $29,979 | $9,750+207.5% | $8,355+258.8% | $13,397+123.8% |