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 | $59,409 | $90,348-34.2% | $75,972-21.8% | $145,922-59.3% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.1%+0.2pp | 80.3%-11.0pp |
| Annual return | 19.77% | 620.88%-601.1pp | 359.55%-339.8pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,670 | $3,311-49.6% | $2,685-37.8% | $4,660-64.2% |
| Participant deferral / active EE | $3,592 | $5,162-30.4% | $4,255-15.6% | $6,688-46.3% |
| Admin fee / account holder | $3,166 | $8,467-62.6% | $6,467-51.0% | $13,397-76.4% |