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 | $28,605 | $102,317-72.0% | $146,958-80.5% | $80,856-64.6% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 18.79% | 134.76%-116.0pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,809 | $3,713-24.4% | $4,933-43.1% | $2,755+2.0% |
| Participant deferral / active EE | $3,695 | $6,644-44.4% | $8,070-54.2% | $4,296-14.0% |
| Admin fee / account holder | $1,738 | $7,941-78.1% | $12,998-86.6% | $6,918-74.9% |