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 | $29,416 | $70,606-58.3% | $53,898-45.4% | $142,382-79.3% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 21.89% | 619.81%-597.9pp | 528.60%-506.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,257 | $1,202+4.6% | $932+34.9% | $4,299-70.8% |
| Participant deferral / active EE | $1,303 | $2,364-44.9% | $1,826-28.7% | $6,507-80.0% |
| Admin fee / account holder | $1,209 | $2,852-57.6% | $2,491-51.4% | $12,624-90.4% |