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 | $65,345 | $183,519-64.4% | $155,509-58.0% | $145,922-55.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 14.08% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,443 | $5,313-54.0% | $4,672-47.7% | $4,660-47.6% |
| Participant deferral / active EE | $7,179 | $6,462+11.1% | $5,626+27.6% | $6,688+7.4% |
| Admin fee / account holder | $937 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |