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 | $56,614 | $93,571-39.5% | $135,903-58.3% | $75,163-24.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 166.59% | 30.90%+135.7pp | 68.23%+98.4pp | 160.62%+6.0pp |
| Employer contribution / active EE | $2,946 | $3,537-16.7% | $4,856-39.3% | $2,670+10.4% |
| Participant deferral / active EE | $4,796 | $6,404-25.1% | $7,758-38.2% | $4,125+16.3% |
| Admin fee / account holder | $825 | $6,975-88.2% | $10,762-92.3% | $5,651-85.4% |