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 | $38,464 | $65,561-41.3% | $86,188-55.4% | $75,163-48.8% |
| Participation rate | 31.7% | 60.5%-28.8pp | 69.0%-37.3pp | 67.2%-35.5pp |
| Annual return | 151.86% | 46.05%+105.8pp | 1168.45%-1016.6pp | 160.62%-8.8pp |
| Employer contribution / active EE | $1,400 | $1,553-9.8% | $2,380-41.2% | $2,670-47.5% |
| Participant deferral / active EE | $2,625 | $3,024-13.2% | $3,985-34.1% | $4,125-36.4% |
| Admin fee / account holder | $2,390 | $5,474-56.3% | $6,852-65.1% | $5,651-57.7% |