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 8-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 | $63,455 | $152,587-58.4% | $125,175-49.3% | $152,861-58.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 25.32% | 54.84%-29.5pp | 43.79%-18.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,886 | $4,946-41.7% | $3,865-25.3% | $4,762-39.4% |
| Participant deferral / active EE | $5,048 | $5,868-14.0% | $4,937+2.3% | $5,850-13.7% |
| Admin fee / account holder | $1,892 | $13,434-85.9% | $9,702-80.5% | $11,596-83.7% |