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 | $62,046 | $156,846-60.4% | $121,098-48.8% | $139,434-55.5% |
| Participation rate | 61.1% | 76.4%-15.3pp | 69.5%-8.4pp | 80.3%-19.2pp |
| Annual return | 21.37% | 1474.56%-1453.2pp | 985.75%-964.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,991 | $5,536-46.0% | $4,164-28.2% | $4,751-37.1% |
| Participant deferral / active EE | $6,503 | $4,844+34.2% | $4,080+59.4% | $6,710-3.1% |
| Admin fee / account holder | $5,217 | $6,946-24.9% | $5,644-7.6% | $11,403-54.2% |