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 | $62,373 | $183,519-66.0% | $155,509-59.9% | $145,922-57.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 15.03% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,263 | $5,313-38.6% | $4,672-30.2% | $4,660-30.0% |
| Participant deferral / active EE | $8,046 | $6,462+24.5% | $5,626+43.0% | $6,688+20.3% |
| Admin fee / account holder | $333 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |