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 | $80,765 | $111,754-27.7% | $103,333-21.8% | $145,922-44.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 14.72% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,043 | $4,212-75.2% | $3,868-73.0% | $4,660-77.6% |
| Participant deferral / active EE | $3,929 | $5,619-30.1% | $5,057-22.3% | $6,688-41.3% |
| Admin fee / account holder | $6,847 | $9,750-29.8% | $8,355-18.0% | $13,397-48.9% |