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 5-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 | $49,641 | $217,402-77.2% | $185,823-73.3% | $167,490-70.4% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.26% | 148.36%-126.1pp | 122.05%-99.8pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,634 | $5,873-72.2% | $5,167-68.4% | $4,837-66.2% |
| Participant deferral / active EE | $8,000 | $6,356+25.9% | $5,568+43.7% | $6,341+26.2% |
| Admin fee / account holder | $707 | $19,811-96.4% | $16,237-95.6% | $12,309-94.3% |