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 | $22,820 | $165,984-86.3% | $164,813-86.2% | $145,922-84.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.68% | 100.03%-88.4pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,588 | $5,273-69.9% | $4,341-63.4% | $4,660-65.9% |
| Participant deferral / active EE | $2,275 | $6,959-67.3% | $6,031-62.3% | $6,688-66.0% |
| Admin fee / account holder | $809 | $16,648-95.1% | $12,690-93.6% | $13,397-94.0% |