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 8-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 | $71,371 | $99,877-28.5% | $84,966-16.0% | $145,922-51.1% |
| Participation rate | 17.4% | 74.1%-56.7pp | 67.5%-50.1pp | 80.3%-62.9pp |
| Annual return | 9.37% | 83.76%-74.4pp | 66.38%-57.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $459 | $3,231-85.8% | $2,727-83.2% | $4,660-90.2% |
| Participant deferral / active EE | $1,074 | $5,291-79.7% | $4,519-76.2% | $6,688-83.9% |
| Admin fee / account holder | $355 | $7,248-95.1% | $6,149-94.2% | $13,397-97.3% |