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 | $14,182 | $102,966-86.2% | $90,281-84.3% | $152,861-90.7% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 30.40% | 95.16%-64.8pp | 78.10%-47.7pp | 345.32%-314.9pp |
| Employer contribution / active EE | $930 | $3,139-70.4% | $2,854-67.4% | $4,762-80.5% |
| Participant deferral / active EE | $3,315 | $4,281-22.6% | $3,885-14.7% | $5,850-43.3% |
| Admin fee / account holder | $2,598 | $6,171-57.9% | $5,351-51.5% | $11,596-77.6% |