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 | $83,998 | $177,572-52.7% | $154,803-45.7% | $142,382-41.0% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 43.27% | 65.07%-21.8pp | 58.88%-15.6pp | 217.08%-173.8pp |
| Employer contribution / active EE | $1,578 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $3,296 | $6,272-47.4% | $5,540-40.5% | $6,507-49.4% |
| Admin fee / account holder | $530 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |