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 3-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 | $29,037 | $102,317-71.6% | $146,958-80.2% | $80,856-64.1% |
| Participation rate | 47.6% | 75.8%-28.2pp | 82.2%-34.5pp | 67.6%-20.0pp |
| Annual return | 70.40% | 134.76%-64.4pp | 418.34%-347.9pp | 35.59%+34.8pp |
| Employer contribution / active EE | $1,996 | $3,713-46.2% | $4,933-59.5% | $2,755-27.5% |
| Participant deferral / active EE | $4,302 | $6,644-35.2% | $8,070-46.7% | $4,296+0.1% |
| Admin fee / account holder | $2,124 | $7,941-73.3% | $12,998-83.7% | $6,918-69.3% |