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 | $75,052 | $58,208+28.9% | $81,812-8.3% | $80,856-7.2% |
| Participation rate | 43.7% | 63.4%-19.8pp | 72.3%-28.7pp | 67.6%-24.0pp |
| Annual return | 12.20% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,632 | $2,340-30.3% | $2,912-44.0% | $2,755-40.8% |
| Participant deferral / active EE | $3,660 | $3,281+11.5% | $4,319-15.3% | $4,296-14.8% |
| Admin fee / account holder | $5,361 | $4,981+7.6% | $7,386-27.4% | $6,918-22.5% |