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 5-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 | $58,502 | $109,982-46.8% | $97,226-39.8% | $145,922-59.9% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.3pp |
| Annual return | 16.81% | 242.90%-226.1pp | 75.13%-58.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,465 | $3,084+44.8% | $2,729+63.6% | $4,660-4.2% |
| Participant deferral / active EE | $7,541 | $4,676+61.3% | $4,264+76.9% | $6,688+12.8% |
| Admin fee / account holder | $1,381 | $6,221-77.8% | $5,654-75.6% | $13,397-89.7% |