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 | $25,345 | $81,632-69.0% | $70,449-64.0% | $158,922-84.1% |
| Participation rate | 58.3% | 77.7%-19.4pp | 75.1%-16.7pp | 82.0%-23.6pp |
| Annual return | 19.01% | 208.40%-189.4pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,104 | $3,217-34.6% | $2,737-23.1% | $4,761-55.8% |
| Participant deferral / active EE | $3,824 | $4,554-16.0% | $3,709+3.1% | $5,982-36.1% |
| Admin fee / account holder | $315 | $6,193-94.9% | $3,845-91.8% | $11,246-97.2% |