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 6-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 | $41,874 | $74,888-44.1% | $71,209-41.2% | $142,382-70.6% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.1%-19.0pp |
| Annual return | 20.14% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,911 | $2,854-33.1% | $2,721-29.8% | $4,299-55.6% |
| Participant deferral / active EE | $4,652 | $4,454+4.4% | $4,175+11.4% | $6,507-28.5% |
| Admin fee / account holder | $365 | $5,568-93.4% | $5,349-93.2% | $12,624-97.1% |