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 8-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 | $58,528 | $70,606-17.1% | $53,898+8.6% | $142,382-58.9% |
| Participation rate | 45.5% | 63.7%-18.3pp | 55.0%-9.5pp | 80.1%-34.7pp |
| Annual return | 16.99% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,286 | $1,202+6.9% | $932+37.9% | $4,299-70.1% |
| Participant deferral / active EE | $3,943 | $2,364+66.8% | $1,826+115.9% | $6,507-39.4% |
| Admin fee / account holder | $2,662 | $2,852-6.7% | $2,491+6.9% | $12,624-78.9% |