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 10-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 | $23,151 | $165,984-86.1% | $164,813-86.0% | $145,922-84.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 19.31% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,925 | $5,273-25.6% | $4,341-9.6% | $4,660-15.8% |
| Participant deferral / active EE | $8,761 | $6,959+25.9% | $6,031+45.2% | $6,688+31.0% |
| Admin fee / account holder | $3,880 | $16,648-76.7% | $12,690-69.4% | $13,397-71.0% |