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 6-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 | $42,963 | $106,515-59.7% | $96,683-55.6% | $139,434-69.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 62.39% | 38.43%+24.0pp | 35.69%+26.7pp | 372.94%-310.6pp |
| Employer contribution / active EE | $2,906 | $4,103-29.2% | $3,737-22.2% | $4,751-38.8% |
| Participant deferral / active EE | $4,238 | $5,454-22.3% | $4,878-13.1% | $6,710-36.8% |
| Admin fee / account holder | $748 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |