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 | $35,579 | $68,346-47.9% | $94,646-62.4% | $75,163-52.7% |
| Participation rate | 61.3% | 76.1%-14.8pp | 80.8%-19.5pp | 67.2%-5.9pp |
| Annual return | 19.72% | 616.93%-597.2pp | 156.71%-137.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,490 | $6,537+14.6% | $7,418+1.0% | $4,125+81.6% |
| Admin fee / account holder | $7,099 | $5,326+33.3% | $7,231-1.8% | $5,651+25.6% |