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 | $49,250 | $125,758-60.8% | $169,993-71.0% | $75,163-34.5% |
| Participation rate | 45.2% | 83.6%-38.4pp | 87.0%-41.8pp | 67.2%-22.0pp |
| Annual return | 67.94% | 27.20%+40.7pp | 53.37%+14.6pp | 160.62%-92.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,073 | $6,837-11.2% | $10,408-41.7% | $4,125+47.2% |
| Admin fee / account holder | $3,310 | $8,173-59.5% | $12,815-74.2% | $5,651-41.4% |