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 9-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 | $53,546 | $176,056-69.6% | $159,436-66.4% | $167,490-68.0% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 17.15% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,493 | $5,297-71.8% | $4,829-69.1% | $4,837-69.1% |
| Participant deferral / active EE | $3,387 | $7,750-56.3% | $7,352-53.9% | $6,341-46.6% |
| Admin fee / account holder | $390 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |