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 | $50,660 | $95,561-47.0% | $77,163-34.3% | $139,434-63.7% |
| Participation rate | 60.0% | 73.9%-13.9pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 25.95% | 54.92%-29.0pp | 37.87%-11.9pp | 372.94%-347.0pp |
| Employer contribution / active EE | $5,513 | $3,147+75.2% | $2,535+117.5% | $4,751+16.0% |
| Participant deferral / active EE | $10,341 | $4,624+123.6% | $3,833+169.8% | $6,710+54.1% |
| Admin fee / account holder | $3,753 | $8,295-54.8% | $5,472-31.4% | $11,403-67.1% |