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 4-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 | $44,912 | $201,272-77.7% | $184,203-75.6% | $145,922-69.2% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 213.90% | 29.00%+184.9pp | 28.81%+185.1pp | 561.29%-347.4pp |
| Employer contribution / active EE | $1,866 | $7,022-73.4% | $6,427-71.0% | $4,660-60.0% |
| Participant deferral / active EE | $5,391 | $9,806-45.0% | $9,131-41.0% | $6,688-19.4% |
| Admin fee / account holder | $3,590 | $16,364-78.1% | $13,901-74.2% | $13,397-73.2% |