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 | $37,169 | $124,319-70.1% | $111,297-66.6% | $167,490-77.8% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | 194.24% | 37.44%+156.8pp | 54.65%+139.6pp | 478.56%-284.3pp |
| Employer contribution / active EE | $2,796 | $3,435-18.6% | $2,731+2.4% | $4,837-42.2% |
| Participant deferral / active EE | $9,946 | $5,180+92.0% | $4,487+121.6% | $6,341+56.8% |
| Admin fee / account holder | $974 | $10,618-90.8% | $7,964-87.8% | $12,309-92.1% |