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 | $42,201 | $159,901-73.6% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 15.06% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,103 | $5,286-41.3% | $4,933-37.1% | $4,660-33.4% |
| Participant deferral / active EE | $5,999 | $8,428-28.8% | $8,070-25.7% | $6,688-10.3% |
| Admin fee / account holder | $9,324 | $15,044-38.0% | $12,998-28.3% | $13,397-30.4% |