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 | $45,195 | $111,754-59.6% | $103,333-56.3% | $145,922-69.0% |
| Participation rate | 43.5% | 77.9%-34.5pp | 74.5%-31.0pp | 80.3%-36.8pp |
| Annual return | 13.24% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,746 | $4,212-58.5% | $3,868-54.8% | $4,660-62.5% |
| Participant deferral / active EE | $2,646 | $5,619-52.9% | $5,057-47.7% | $6,688-60.4% |
| Admin fee / account holder | $10,492 | $9,750+7.6% | $8,355+25.6% | $13,397-21.7% |