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 | $78,837 | $183,519-57.0% | $155,509-49.3% | $145,922-46.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 16.24% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,807 | $5,313-66.0% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $7,253 | $6,462+12.2% | $5,626+28.9% | $6,688+8.5% |
| Admin fee / account holder | $979 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |