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 | $89,831 | $209,411-57.1% | $178,490-49.7% | $158,922-43.5% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.51% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,995 | $5,706-47.5% | $5,011-40.2% | $4,761-37.1% |
| Participant deferral / active EE | $5,515 | $5,954-7.4% | $5,202+6.0% | $5,982-7.8% |
| Admin fee / account holder | $9,811 | $17,074-42.5% | $13,984-29.8% | $11,246-12.8% |