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 7-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 | $83,709 | $83,902-0.2% | $167,512-50.0% | $84,808-1.3% |
| Participation rate | 33.3% | 66.5%-33.1pp | 77.1%-43.7pp | 68.3%-35.0pp |
| Annual return | 16.09% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,972 | $2,264-12.9% | $3,882-49.2% | $2,631-25.0% |
| Participant deferral / active EE | $3,602 | $4,442-18.9% | $6,405-43.8% | $4,212-14.5% |
| Admin fee / account holder | $353 | $7,915-95.5% | $9,769-96.4% | $7,344-95.2% |