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 6-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 | $63,855 | $74,888-14.7% | $71,209-10.3% | $142,382-55.2% |
| Participation rate | 56.5% | 76.2%-19.7pp | 73.8%-17.2pp | 80.1%-23.6pp |
| Annual return | 17.68% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,523 | $2,854-11.6% | $2,721-7.3% | $4,299-41.3% |
| Participant deferral / active EE | $6,635 | $4,454+49.0% | $4,175+58.9% | $6,507+2.0% |
| Admin fee / account holder | $379 | $5,568-93.2% | $5,349-92.9% | $12,624-97.0% |