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 | $66,612 | $99,877-33.3% | $84,966-21.6% | $145,922-54.4% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.1pp | 80.3%-10.7pp |
| Annual return | 15.64% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,067 | $3,231-67.0% | $2,727-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $1,488 | $5,291-71.9% | $4,519-67.1% | $6,688-77.7% |
| Admin fee / account holder | $2,195 | $7,248-69.7% | $6,149-64.3% | $13,397-83.6% |