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 | $61,987 | $148,534-58.3% | $135,903-54.4% | $139,434-55.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.59% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,572 | $5,243-31.9% | $4,856-26.4% | $4,751-24.8% |
| Participant deferral / active EE | $9,199 | $8,100+13.6% | $7,758+18.6% | $6,710+37.1% |
| Admin fee / account holder | $2,763 | $12,400-77.7% | $10,762-74.3% | $11,403-75.8% |