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 5-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 | $46,233 | $159,901-71.1% | $146,958-68.5% | $145,922-68.3% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.96% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,697 | $5,286-67.9% | $4,933-65.6% | $4,660-63.6% |
| Participant deferral / active EE | $3,181 | $8,428-62.3% | $8,070-60.6% | $6,688-52.4% |
| Admin fee / account holder | $2,986 | $15,044-80.2% | $12,998-77.0% | $13,397-77.7% |