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 | $24,104 | $227,553-89.4% | $189,557-87.3% | $167,490-85.6% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 16.73% | 78.40%-61.7pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $803 | $5,316-84.9% | $4,412-81.8% | $4,837-83.4% |
| Participant deferral / active EE | $5,683 | $7,002-18.8% | $6,174-8.0% | $6,341-10.4% |
| Admin fee / account holder | $7,701 | $11,878-35.2% | $9,807-21.5% | $12,309-37.4% |