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 | $40,438 | $158,398-74.5% | $126,539-68.0% | $142,382-71.6% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 18.01% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,326 | $4,650-71.5% | $3,674-63.9% | $4,299-69.2% |
| Participant deferral / active EE | $2,963 | $4,767-37.8% | $4,083-27.4% | $6,507-54.5% |
| Admin fee / account holder | $2,428 | $6,918-64.9% | $6,065-60.0% | $12,624-80.8% |