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 | $43,669 | $209,411-79.1% | $178,490-75.5% | $158,922-72.5% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 25.21% | 188.75%-163.5pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,447 | $5,706-57.1% | $5,011-51.2% | $4,761-48.6% |
| Participant deferral / active EE | $5,084 | $5,954-14.6% | $5,202-2.3% | $5,982-15.0% |
| Admin fee / account holder | $789 | $17,074-95.4% | $13,984-94.4% | $11,246-93.0% |