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 | $50,343 | $109,982-54.2% | $97,226-48.2% | $145,922-65.5% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.1pp |
| Annual return | 13.56% | 242.90%-229.3pp | 75.13%-61.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,756 | $3,084-43.1% | $2,729-35.7% | $4,660-62.3% |
| Participant deferral / active EE | $4,796 | $4,676+2.6% | $4,264+12.5% | $6,688-28.3% |
| Admin fee / account holder | $3,070 | $6,221-50.6% | $5,654-45.7% | $13,397-77.1% |