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 | $76,253 | $183,519-58.4% | $155,509-51.0% | $145,922-47.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 10.39% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,768 | $5,313-66.7% | $4,672-62.2% | $4,660-62.1% |
| Participant deferral / active EE | $3,123 | $6,462-51.7% | $5,626-44.5% | $6,688-53.3% |
| Admin fee / account holder | $2,572 | $19,313-86.7% | $15,912-83.8% | $13,397-80.8% |