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 | $21,971 | $49,173-55.3% | $121,098-81.9% | $75,163-70.8% |
| Participation rate | 55.2% | 55.4%-0.2pp | 69.5%-14.3pp | 67.2%-12.0pp |
| Annual return | 84.08% | 55.99%+28.1pp | 985.75%-901.7pp | 160.62%-76.5pp |
| Employer contribution / active EE | $2,434 | $1,546+57.5% | $4,164-41.5% | $2,670-8.8% |
| Participant deferral / active EE | $4,112 | $2,628+56.5% | $4,080+0.8% | $4,125-0.3% |
| Admin fee / account holder | $685 | $3,942-82.6% | $5,644-87.9% | $5,651-87.9% |