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 | $48,120 | $175,202-72.5% | $149,673-67.9% | $139,434-65.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.38% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,825 | $5,474-66.7% | $4,818-62.1% | $4,751-61.6% |
| Participant deferral / active EE | $6,736 | $6,519+3.3% | $5,680+18.6% | $6,710+0.4% |
| Admin fee / account holder | $6,172 | $16,150-61.8% | $13,210-53.3% | $11,403-45.9% |