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 | $134,782 | $210,648-36.0% | $177,989-24.3% | $145,922-7.6% |
| Participation rate | 53.8% | 80.8%-26.9pp | 77.1%-23.2pp | 80.3%-26.4pp |
| Annual return | 17.07% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,525 | $6,958+36.9% | $6,276+51.8% | $6,688+42.4% |
| Admin fee / account holder | $14,235 | $12,013+18.5% | $10,363+37.4% | $13,397+6.3% |