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 | $46,336 | $158,398-70.7% | $126,539-63.4% | $142,382-67.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 22.01% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,341 | $4,650-28.2% | $3,674-9.1% | $4,299-22.3% |
| Participant deferral / active EE | $4,143 | $4,767-13.1% | $4,083+1.5% | $6,507-36.3% |
| Admin fee / account holder | $1,306 | $6,918-81.1% | $6,065-78.5% | $12,624-89.7% |