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 9-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 | $48,443 | $217,402-77.7% | $185,823-73.9% | $167,490-71.1% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 11.47% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,691 | $5,873-71.2% | $5,167-67.3% | $4,837-65.1% |
| Participant deferral / active EE | $4,105 | $6,356-35.4% | $5,568-26.3% | $6,341-35.3% |
| Admin fee / account holder | $5,944 | $19,811-70.0% | $16,237-63.4% | $12,309-51.7% |