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 9-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 | $48,082 | $83,902-42.7% | $167,512-71.3% | $84,808-43.3% |
| Participation rate | 54.7% | 66.5%-11.8pp | 77.1%-22.4pp | 68.3%-13.6pp |
| Annual return | 19.94% | 91.55%-71.6pp | 1615.79%-1595.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,686 | $2,264-25.5% | $3,882-56.6% | $2,631-35.9% |
| Participant deferral / active EE | $2,892 | $4,442-34.9% | $6,405-54.8% | $4,212-31.3% |
| Admin fee / account holder | $6,225 | $7,915-21.3% | $9,769-36.3% | $7,344-15.2% |