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 | $87,036 | $95,416-8.8% | $185,823-53.2% | $85,850+1.4% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 12.85% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,195 | $3,314-63.9% | $5,167-76.9% | $2,565-53.4% |
| Participant deferral / active EE | $4,200 | $3,423+22.7% | $5,568-24.6% | $3,952+6.3% |
| Admin fee / account holder | $6,429 | $7,213-10.9% | $16,237-60.4% | $6,260+2.7% |