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 | $45,608 | $165,984-72.5% | $164,813-72.3% | $145,922-68.7% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 14.52% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,528 | $5,273-71.0% | $4,341-64.8% | $4,660-67.2% |
| Participant deferral / active EE | $3,318 | $6,959-52.3% | $6,031-45.0% | $6,688-50.4% |
| Admin fee / account holder | $554 | $16,648-96.7% | $12,690-95.6% | $13,397-95.9% |