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 | $50,521 | $99,877-49.4% | $84,966-40.5% | $145,922-65.4% |
| Participation rate | 53.8% | 74.1%-20.2pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 11.03% | 83.76%-72.7pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,194 | $3,231-63.0% | $2,727-56.2% | $4,660-74.4% |
| Participant deferral / active EE | $5,022 | $5,291-5.1% | $4,519+11.1% | $6,688-24.9% |
| Admin fee / account holder | $1,983 | $7,248-72.6% | $6,149-67.8% | $13,397-85.2% |