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 | $57,946 | $99,877-42.0% | $84,966-31.8% | $145,922-60.3% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.8pp | 80.3%-33.6pp |
| Annual return | 12.68% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,606 | $3,231-50.3% | $2,727-41.1% | $4,660-65.5% |
| Participant deferral / active EE | $4,692 | $5,291-11.3% | $4,519+3.8% | $6,688-29.8% |
| Admin fee / account holder | $1,140 | $7,248-84.3% | $6,149-81.5% | $13,397-91.5% |