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 | $42,124 | $60,124-29.9% | $90,404-53.4% | $79,858-47.3% |
| Participation rate | 63.3% | 65.0%-1.7pp | 72.7%-9.4pp | 69.6%-6.4pp |
| Annual return | 22.61% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,097 | $2,068+49.8% | $3,262-5.1% | $2,471+25.3% |
| Participant deferral / active EE | $7,341 | $2,938+149.8% | $3,963+85.2% | $3,740+96.3% |
| Admin fee / account holder | $1,801 | $3,976-54.7% | $5,611-67.9% | $5,306-66.1% |