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 9-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 | $65,069 | $109,327-40.5% | $89,391-27.2% | $158,922-59.1% |
| Participation rate | 57.9% | 74.3%-16.4pp | 68.0%-10.1pp | 82.0%-24.1pp |
| Annual return | 18.71% | 345.68%-327.0pp | 245.62%-226.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,804 | $3,170-43.1% | $2,586-30.2% | $4,761-62.1% |
| Participant deferral / active EE | $7,742 | $4,598+68.4% | $3,890+99.0% | $5,982+29.4% |
| Admin fee / account holder | $801 | $6,153-87.0% | $4,881-83.6% | $11,246-92.9% |