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 | $78,690 | $165,335-52.4% | $149,696-47.4% | $158,922-50.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.69% | 348.15%-322.5pp | 276.60%-250.9pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,125 | $5,103-78.0% | $4,644-75.8% | $4,761-76.4% |
| Participant deferral / active EE | $6,563 | $7,181-8.6% | $6,842-4.1% | $5,982+9.7% |
| Admin fee / account holder | $316 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |