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 7-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 | $67,576 | $102,317-34.0% | $146,958-54.0% | $80,856-16.4% |
| Participation rate | 54.5% | 75.8%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | 13.74% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,163 | $3,713-41.8% | $4,933-56.2% | $2,755-21.5% |
| Participant deferral / active EE | $4,335 | $6,644-34.8% | $8,070-46.3% | $4,296+0.9% |
| Admin fee / account holder | $5,568 | $7,941-29.9% | $12,998-57.2% | $6,918-19.5% |