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 9-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 | $53,347 | $157,256-66.1% | $141,162-62.2% | $152,861-65.1% |
| Participation rate | 52.2% | 84.8%-32.6pp | 82.5%-30.3pp | 82.4%-30.3pp |
| Annual return | 18.41% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,405 | $5,261-54.3% | $4,735-49.2% | $4,762-49.5% |
| Participant deferral / active EE | $3,716 | $7,109-47.7% | $6,709-44.6% | $5,850-36.5% |
| Admin fee / account holder | $3,098 | $12,120-74.4% | $10,261-69.8% | $11,596-73.3% |