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 4-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 | $73,191 | $90,348-19.0% | $75,972-3.7% | $145,922-49.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 12.35% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,848 | $3,311-14.0% | $2,685+6.1% | $4,660-38.9% |
| Participant deferral / active EE | $8,547 | $5,162+65.6% | $4,255+100.8% | $6,688+27.8% |
| Admin fee / account holder | $3,517 | $8,467-58.5% | $6,467-45.6% | $13,397-73.7% |