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 6-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 | $42,672 | $101,317-57.9% | $146,958-71.0% | $74,495-42.7% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.4pp |
| Annual return | 14.56% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,007 | $3,810-47.3% | $4,933-59.3% | $2,623-23.5% |
| Participant deferral / active EE | $5,119 | $7,303-29.9% | $8,070-36.6% | $4,346+17.8% |
| Admin fee / account holder | $2,026 | $1,739+16.5% | $12,998-84.4% | $1,942+4.3% |