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 | $54,654 | $105,126-48.0% | $94,646-42.3% | $139,434-60.8% |
| Participation rate | 64.7% | 82.4%-17.6pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 29.91% | 38.03%-8.1pp | 156.71%-126.8pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,005 | $4,106-75.5% | $3,672-72.6% | $4,751-78.8% |
| Participant deferral / active EE | $10,701 | $7,599+40.8% | $7,418+44.3% | $6,710+59.5% |
| Admin fee / account holder | $3,359 | $8,984-62.6% | $7,231-53.5% | $11,403-70.5% |