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 | $65,831 | $118,849-44.6% | $96,562-31.8% | $167,490-60.7% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 23.18% | 50.49%-27.3pp | 37.78%-14.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $1,030 | $3,120-67.0% | $2,356-56.3% | $4,837-78.7% |
| Participant deferral / active EE | $5,771 | $4,616+25.0% | $3,849+49.9% | $6,341-9.0% |
| Admin fee / account holder | $633 | $8,065-92.1% | $6,181-89.8% | $12,309-94.9% |