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 | $68,937 | $183,519-62.4% | $155,509-55.7% | $145,922-52.8% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 14.10% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,069 | $5,313-79.9% | $4,672-77.1% | $4,660-77.1% |
| Participant deferral / active EE | $6,547 | $6,462+1.3% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $791 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |