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 7-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 | $57,319 | $126,574-54.7% | $106,213-46.0% | $145,922-60.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.34% | 224.79%-211.4pp | 116.14%-102.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,980 | $3,730-20.1% | $3,171-6.0% | $4,660-36.0% |
| Participant deferral / active EE | $4,577 | $5,724-20.0% | $5,016-8.8% | $6,688-31.6% |
| Admin fee / account holder | $2,996 | $17,304-82.7% | $11,033-72.8% | $13,397-77.6% |