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 | $49,808 | $133,922-62.8% | $116,228-57.1% | $142,382-65.0% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.6%-12.6pp | 80.1%-18.2pp |
| Annual return | 15.14% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,165 | $3,446-8.1% | $2,994+5.7% | $4,299-26.4% |
| Participant deferral / active EE | $5,569 | $5,672-1.8% | $4,953+12.4% | $6,507-14.4% |
| Admin fee / account holder | $1,311 | $14,945-91.2% | $11,989-89.1% | $12,624-89.6% |