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 5-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 | $43,678 | $158,398-72.4% | $126,539-65.5% | $142,382-69.3% |
| Participation rate | 53.3% | 75.8%-22.5pp | 69.8%-16.5pp | 80.1%-26.8pp |
| Annual return | 14.71% | 593.76%-579.1pp | 425.95%-411.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $886 | $4,650-80.9% | $3,674-75.9% | $4,299-79.4% |
| Participant deferral / active EE | $4,770 | $4,767+0.1% | $4,083+16.8% | $6,507-26.7% |
| Admin fee / account holder | $6,495 | $6,918-6.1% | $6,065+7.1% | $12,624-48.5% |