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 | $56,207 | $60,124-6.5% | $90,404-37.8% | $79,858-29.6% |
| Participation rate | 45.7% | 65.0%-19.3pp | 72.7%-27.0pp | 69.6%-24.0pp |
| Annual return | 25.20% | 71.94%-46.7pp | 1293.02%-1267.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,022 | $2,068-50.6% | $3,262-68.7% | $2,471-58.7% |
| Participant deferral / active EE | $1,999 | $2,938-32.0% | $3,963-49.6% | $3,740-46.5% |
| Admin fee / account holder | $8,254 | $3,976+107.6% | $5,611+47.1% | $5,306+55.6% |