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 | $59,688 | $210,648-71.7% | $177,989-66.5% | $145,922-59.1% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 13.16% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,293 | $4,565-49.8% | $3,949-41.9% | $4,660-50.8% |
| Participant deferral / active EE | $4,232 | $6,958-39.2% | $6,276-32.6% | $6,688-36.7% |
| Admin fee / account holder | $1,577 | $12,013-86.9% | $10,363-84.8% | $13,397-88.2% |