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 | $42,548 | $67,984-37.4% | $65,493-35.0% | $74,304-42.7% |
| Participation rate | 49.6% | 66.3%-16.7pp | 73.1%-23.5pp | 60.3%-10.8pp |
| Annual return | 39.90% | 19.87%+20.0pp | 982.45%-942.6pp | 29.43%+10.5pp |
| Employer contribution / active EE | $2,831 | $2,491+13.7% | $2,574+10.0% | $2,241+26.3% |
| Participant deferral / active EE | $3,643 | $3,346+8.9% | $3,961-8.0% | $3,767-3.3% |
| Admin fee / account holder | $2,729 | $1,373+98.8% | $5,028-45.7% | $2,969-8.1% |