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 | $95,293 | $109,982-13.4% | $97,226-2.0% | $145,922-34.7% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-37.0pp | 80.3%-44.6pp |
| Annual return | 11.12% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,365 | $3,084-55.8% | $2,729-50.0% | $4,660-70.7% |
| Participant deferral / active EE | $3,212 | $4,676-31.3% | $4,264-24.7% | $6,688-52.0% |
| Admin fee / account holder | $1,556 | $6,221-75.0% | $5,654-72.5% | $13,397-88.4% |