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 3-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 | $28,637 | $74,888-61.8% | $71,209-59.8% | $142,382-79.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 24.11% | 345.14%-321.0pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,104 | $2,854+8.7% | $2,721+14.1% | $4,299-27.8% |
| Participant deferral / active EE | $7,854 | $4,454+76.3% | $4,175+88.1% | $6,507+20.7% |
| Admin fee / account holder | $743 | $5,568-86.7% | $5,349-86.1% | $12,624-94.1% |