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 | $61,422 | $117,983-47.9% | $101,794-39.7% | $142,382-56.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 15.62% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,012 | $2,773+80.8% | $2,289+119.0% | $4,299+16.6% |
| Participant deferral / active EE | $10,333 | $4,714+119.2% | $4,084+153.0% | $6,507+58.8% |
| Admin fee / account holder | $477 | $10,433-95.4% | $8,777-94.6% | $12,624-96.2% |