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 | $36,547 | $74,888-51.2% | $71,209-48.7% | $142,382-74.3% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 15.41% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,337 | $2,854+52.0% | $2,721+59.4% | $4,299+0.9% |
| Participant deferral / active EE | $6,456 | $4,454+44.9% | $4,175+54.6% | $6,507-0.8% |
| Admin fee / account holder | $12,220 | $5,568+119.4% | $5,349+128.5% | $12,624-3.2% |