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 7-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 | $85,443 | $133,922-36.2% | $116,228-26.5% | $142,382-40.0% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.6%-32.9pp | 80.1%-38.5pp |
| Annual return | 15.56% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,320 | $3,446-61.7% | $2,994-55.9% | $4,299-69.3% |
| Participant deferral / active EE | $4,314 | $5,672-23.9% | $4,953-12.9% | $6,507-33.7% |
| Admin fee / account holder | $780 | $14,945-94.8% | $11,989-93.5% | $12,624-93.8% |