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 5-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 | $41,041 | $101,317-59.5% | $146,958-72.1% | $74,495-44.9% |
| Participation rate | 56.1% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.1pp |
| Annual return | 17.43% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,774 | $3,810-53.5% | $4,933-64.0% | $2,623-32.4% |
| Participant deferral / active EE | $4,018 | $7,303-45.0% | $8,070-50.2% | $4,346-7.5% |
| Admin fee / account holder | $2,026 | $1,739+16.5% | $12,998-84.4% | $1,942+4.3% |