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 | $40,992 | $51,576-20.5% | $129,207-68.3% | $80,856-49.3% |
| Participation rate | 44.3% | 57.0%-12.7pp | 69.6%-25.4pp | 67.6%-23.4pp |
| Annual return | 75.97% | 20.81%+55.2pp | 9417.33%-9341.4pp | 35.59%+40.4pp |
| Employer contribution / active EE | $1,232 | $1,584-22.2% | $4,153-70.3% | $2,755-55.3% |
| Participant deferral / active EE | $3,024 | $2,669+13.3% | $4,168-27.4% | $4,296-29.6% |
| Admin fee / account holder | $576 | $4,305-86.6% | $7,715-92.5% | $6,918-91.7% |