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 | $62,034 | $74,888-17.2% | $71,209-12.9% | $142,382-56.4% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 16.03% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $583 | $2,854-79.6% | $2,721-78.6% | $4,299-86.4% |
| Participant deferral / active EE | $3,069 | $4,454-31.1% | $4,175-26.5% | $6,507-52.8% |
| Admin fee / account holder | $6,864 | $5,568+23.3% | $5,349+28.3% | $12,624-45.6% |