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 | $66,285 | $177,572-62.7% | $154,803-57.2% | $142,382-53.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 14.52% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,996 | $4,810-58.5% | $4,305-53.6% | $4,299-53.6% |
| Participant deferral / active EE | $9,279 | $6,272+48.0% | $5,540+67.5% | $6,507+42.6% |
| Admin fee / account holder | $2,616 | $16,786-84.4% | $14,329-81.7% | $12,624-79.3% |