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 5-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 | $54,748 | $175,202-68.8% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 20.41% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,042 | $5,474-26.2% | $4,818-16.1% | $4,751-14.9% |
| Participant deferral / active EE | $5,243 | $6,519-19.6% | $5,680-7.7% | $6,710-21.9% |
| Admin fee / account holder | $704 | $16,150-95.6% | $13,210-94.7% | $11,403-93.8% |