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 | $50,911 | $158,398-67.9% | $126,539-59.8% | $142,382-64.2% |
| Participation rate | 38.5% | 75.8%-37.3pp | 69.8%-31.4pp | 80.1%-41.7pp |
| Annual return | 17.84% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,103 | $4,650-76.3% | $3,674-70.0% | $4,299-74.3% |
| Participant deferral / active EE | $3,385 | $4,767-29.0% | $4,083-17.1% | $6,507-48.0% |
| Admin fee / account holder | $853 | $6,918-87.7% | $6,065-85.9% | $12,624-93.2% |