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 8-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 | $43,292 | $102,317-57.7% | $146,958-70.5% | $80,856-46.5% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.2%-22.4pp | 67.6%-7.9pp |
| Annual return | 17.08% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,471 | $3,713-6.5% | $4,933-29.6% | $2,755+26.0% |
| Participant deferral / active EE | $6,099 | $6,644-8.2% | $8,070-24.4% | $4,296+42.0% |
| Admin fee / account holder | $1,812 | $7,941-77.2% | $12,998-86.1% | $6,918-73.8% |