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 7-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 | $79,304 | $183,519-56.8% | $155,509-49.0% | $145,922-45.7% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 14.37% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,388 | $5,313-55.0% | $4,672-48.9% | $4,660-48.7% |
| Participant deferral / active EE | $4,999 | $6,462-22.6% | $5,626-11.1% | $6,688-25.3% |
| Admin fee / account holder | $3,672 | $19,313-81.0% | $15,912-76.9% | $13,397-72.6% |