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 10-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 | $57,484 | $158,398-63.7% | $126,539-54.6% | $142,382-59.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 14.37% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,206 | $4,650-74.1% | $3,674-67.2% | $4,299-71.9% |
| Participant deferral / active EE | $7,205 | $4,767+51.1% | $4,083+76.5% | $6,507+10.7% |
| Admin fee / account holder | $6,441 | $6,918-6.9% | $6,065+6.2% | $12,624-49.0% |