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 | $38,825 | $209,411-81.5% | $178,490-78.2% | $158,922-75.6% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 23.49% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,903 | $5,706-66.7% | $5,011-62.0% | $4,761-60.0% |
| Participant deferral / active EE | $5,783 | $5,954-2.9% | $5,202+11.2% | $5,982-3.3% |
| Admin fee / account holder | $577 | $17,074-96.6% | $13,984-95.9% | $11,246-94.9% |