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 | $40,221 | $175,202-77.0% | $149,673-73.1% | $139,434-71.2% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 15.92% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,605 | $5,474-70.7% | $4,818-66.7% | $4,751-66.2% |
| Participant deferral / active EE | $2,756 | $6,519-57.7% | $5,680-51.5% | $6,710-58.9% |
| Admin fee / account holder | $405 | $16,150-97.5% | $13,210-96.9% | $11,403-96.4% |