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 | $37,824 | $102,317-63.0% | $146,958-74.3% | $80,856-53.2% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.2%-25.6pp | 67.6%-11.1pp |
| Annual return | 45.92% | 134.76%-88.8pp | 418.34%-372.4pp | 35.59%+10.3pp |
| Employer contribution / active EE | $1,820 | $3,713-51.0% | $4,933-63.1% | $2,755-33.9% |
| Participant deferral / active EE | $3,581 | $6,644-46.1% | $8,070-55.6% | $4,296-16.6% |
| Admin fee / account holder | $2,015 | $7,941-74.6% | $12,998-84.5% | $6,918-70.9% |