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 | $62,732 | $183,519-65.8% | $155,509-59.7% | $145,922-57.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.73% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,182 | $5,313-58.9% | $4,672-53.3% | $4,660-53.2% |
| Participant deferral / active EE | $7,051 | $6,462+9.1% | $5,626+25.3% | $6,688+5.4% |
| Admin fee / account holder | $3,187 | $19,313-83.5% | $15,912-80.0% | $13,397-76.2% |