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 9-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 | $55,027 | $102,317-46.2% | $146,958-62.6% | $80,856-31.9% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.2%-38.9pp | 67.6%-24.4pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,377 | $3,713-62.9% | $4,933-72.1% | $2,755-50.0% |
| Participant deferral / active EE | $2,963 | $6,644-55.4% | $8,070-63.3% | $4,296-31.0% |
| Admin fee / account holder | $1,190 | $7,941-85.0% | $12,998-90.8% | $6,918-82.8% |