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 | $32,663 | $109,982-70.3% | $97,226-66.4% | $145,922-77.6% |
| Participation rate | 64.7% | 75.9%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 19.65% | 242.90%-223.3pp | 75.13%-55.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,734 | $3,084-43.8% | $2,729-36.5% | $4,660-62.8% |
| Participant deferral / active EE | $2,310 | $4,676-50.6% | $4,264-45.8% | $6,688-65.5% |
| Admin fee / account holder | $2,470 | $6,221-60.3% | $5,654-56.3% | $13,397-81.6% |