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 | $33,486 | $102,317-67.3% | $146,958-77.2% | $80,856-58.6% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.2%-30.2pp | 67.6%-15.7pp |
| Annual return | 38.75% | 134.76%-96.0pp | 418.34%-379.6pp | 35.59%+3.2pp |
| Employer contribution / active EE | $1,637 | $3,713-55.9% | $4,933-66.8% | $2,755-40.6% |
| Participant deferral / active EE | $3,424 | $6,644-48.5% | $8,070-57.6% | $4,296-20.3% |
| Admin fee / account holder | $1,327 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |