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 | $37,493 | $99,877-62.5% | $84,966-55.9% | $145,922-74.3% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 16.88% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,178 | $3,231-1.6% | $2,727+16.5% | $4,660-31.8% |
| Participant deferral / active EE | $8,228 | $5,291+55.5% | $4,519+82.1% | $6,688+23.0% |
| Admin fee / account holder | $4,001 | $7,248-44.8% | $6,149-34.9% | $13,397-70.1% |