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 | $38,506 | $102,317-62.4% | $146,958-73.8% | $80,856-52.4% |
| Participation rate | 68.6% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 16.73% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,748 | $3,713-26.0% | $4,933-44.3% | $2,755-0.2% |
| Participant deferral / active EE | $5,335 | $6,644-19.7% | $8,070-33.9% | $4,296+24.2% |
| Admin fee / account holder | $6,796 | $7,941-14.4% | $12,998-47.7% | $6,918-1.8% |