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 8-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 | $56,296 | $118,680-52.6% | $98,907-43.1% | $158,922-64.6% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 6.89% | 372.35%-365.5pp | 196.43%-189.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,045 | $3,333-68.6% | $2,689-61.1% | $4,761-78.0% |
| Participant deferral / active EE | $1,627 | $5,088-68.0% | $4,244-61.7% | $5,982-72.8% |
| Admin fee / account holder | $5,771 | $10,131-43.0% | $6,642-13.1% | $11,246-48.7% |