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 8-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 | $79,610 | $83,902-5.1% | $167,512-52.5% | $84,808-6.1% |
| Participation rate | 61.3% | 66.5%-5.2pp | 77.1%-15.8pp | 68.3%-7.0pp |
| Annual return | 18.01% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,593 | $2,264+14.5% | $3,882-33.2% | $2,631-1.4% |
| Participant deferral / active EE | $6,745 | $4,442+51.8% | $6,405+5.3% | $4,212+60.2% |
| Admin fee / account holder | $2,000 | $7,915-74.7% | $9,769-79.5% | $7,344-72.8% |