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 | $71,850 | $165,984-56.7% | $164,813-56.4% | $145,922-50.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.13% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,304 | $5,273-75.3% | $4,341-70.0% | $4,660-72.0% |
| Participant deferral / active EE | $2,554 | $6,959-63.3% | $6,031-57.7% | $6,688-61.8% |
| Admin fee / account holder | $1,749 | $16,648-89.5% | $12,690-86.2% | $13,397-86.9% |