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 6-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 | $108,498 | $158,398-31.5% | $126,539-14.3% | $142,382-23.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 14.20% | 593.76%-579.6pp | 425.95%-411.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $961 | $4,650-79.3% | $3,674-73.9% | $4,299-77.7% |
| Participant deferral / active EE | $2,131 | $4,767-55.3% | $4,083-47.8% | $6,507-67.3% |
| Admin fee / account holder | $7,836 | $6,918+13.3% | $6,065+29.2% | $12,624-37.9% |