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 | $39,079 | $111,754-65.0% | $103,333-62.2% | $145,922-73.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 20.28% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,909 | $4,212-54.7% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $2,445 | $5,619-56.5% | $5,057-51.7% | $6,688-63.4% |
| Admin fee / account holder | $610 | $9,750-93.7% | $8,355-92.7% | $13,397-95.4% |