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 | $47,419 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 167.32% | 30.90%+136.4pp | 68.23%+99.1pp | 160.62%+6.7pp |
| Employer contribution / active EE | $1,871 | $3,537-47.1% | $4,856-61.5% | $2,670-29.9% |
| Participant deferral / active EE | $4,691 | $6,404-26.8% | $7,758-39.5% | $4,125+13.7% |
| Admin fee / account holder | $1,413 | $6,975-79.7% | $10,762-86.9% | $5,651-75.0% |