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 | $47,186 | $109,327-56.8% | $89,391-47.2% | $158,922-70.3% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 15.59% | 345.68%-330.1pp | 245.62%-230.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,223 | $3,170-29.9% | $2,586-14.0% | $4,761-53.3% |
| Participant deferral / active EE | $7,812 | $4,598+69.9% | $3,890+100.8% | $5,982+30.6% |
| Admin fee / account holder | $841 | $6,153-86.3% | $4,881-82.8% | $11,246-92.5% |