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 | $38,231 | $93,571-59.1% | $135,903-71.9% | $75,163-49.1% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 64.91% | 30.90%+34.0pp | 68.23%-3.3pp | 160.62%-95.7pp |
| Employer contribution / active EE | $3,825 | $3,537+8.2% | $4,856-21.2% | $2,670+43.3% |
| Participant deferral / active EE | $6,374 | $6,404-0.5% | $7,758-17.8% | $4,125+54.5% |
| Admin fee / account holder | $8,908 | $6,975+27.7% | $10,762-17.2% | $5,651+57.6% |