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 | $12,239 | $102,966-88.1% | $90,281-86.4% | $152,861-92.0% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 26.66% | 95.16%-68.5pp | 78.10%-51.4pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,324 | $3,139-57.8% | $2,854-53.6% | $4,762-72.2% |
| Participant deferral / active EE | $2,979 | $4,281-30.4% | $3,885-23.3% | $5,850-49.1% |
| Admin fee / account holder | $3,790 | $6,171-38.6% | $5,351-29.2% | $11,596-67.3% |