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 4-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 | $30,767 | $183,519-83.2% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 18.78% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,423 | $5,313-35.6% | $4,672-26.7% | $4,660-26.5% |
| Participant deferral / active EE | $6,899 | $6,462+6.8% | $5,626+22.6% | $6,688+3.2% |
| Admin fee / account holder | $7,640 | $19,313-60.4% | $15,912-52.0% | $13,397-43.0% |