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 3-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 | $58,318 | $74,888-22.1% | $71,209-18.1% | $142,382-59.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 18.92% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,310 | $2,854+51.0% | $2,721+58.4% | $4,299+0.2% |
| Participant deferral / active EE | $7,367 | $4,454+65.4% | $4,175+76.4% | $6,507+13.2% |
| Admin fee / account holder | $7,642 | $5,568+37.2% | $5,349+42.9% | $12,624-39.5% |