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 | $62,554 | $175,202-64.3% | $149,673-58.2% | $139,434-55.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 51.97% | 166.71%-114.7pp | 134.42%-82.4pp | 372.94%-321.0pp |
| Employer contribution / active EE | $2,219 | $5,474-59.5% | $4,818-53.9% | $4,751-53.3% |
| Participant deferral / active EE | $3,333 | $6,519-48.9% | $5,680-41.3% | $6,710-50.3% |
| Admin fee / account holder | $3,384 | $16,150-79.0% | $13,210-74.4% | $11,403-70.3% |