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 | $74,891 | $83,902-10.7% | $167,512-55.3% | $84,808-11.7% |
| Participation rate | 58.3% | 66.5%-8.1pp | 77.1%-18.7pp | 68.3%-10.0pp |
| Annual return | 18.61% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,265 | $2,264-44.1% | $3,882-67.4% | $2,631-51.9% |
| Participant deferral / active EE | $4,474 | $4,442+0.7% | $6,405-30.1% | $4,212+6.2% |
| Admin fee / account holder | $2,771 | $7,915-65.0% | $9,769-71.6% | $7,344-62.3% |