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 | $29,804 | $105,181-71.7% | $159,436-81.3% | $85,850-65.3% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.8%-39.4pp | 69.3%-25.9pp |
| Annual return | 14.89% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $704 | $3,318-78.8% | $4,829-85.4% | $2,565-72.5% |
| Participant deferral / active EE | $4,271 | $5,945-28.1% | $7,352-41.9% | $3,952+8.1% |
| Admin fee / account holder | $438 | $6,933-93.7% | $10,799-95.9% | $6,260-93.0% |