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 | $47,220 | $102,966-54.1% | $90,281-47.7% | $152,861-69.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 25.78% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,549 | $3,139-50.7% | $2,854-45.7% | $4,762-67.5% |
| Participant deferral / active EE | $5,997 | $4,281+40.1% | $3,885+54.3% | $5,850+2.5% |
| Admin fee / account holder | $2,191 | $6,171-64.5% | $5,351-59.1% | $11,596-81.1% |