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 5-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 | $68,069 | $110,502-38.4% | $80,716-15.7% | $167,490-59.4% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 12.12% | 120.54%-108.4pp | 87.28%-75.2pp | 478.56%-466.4pp |
| Employer contribution / active EE | $224 | $1,543-85.5% | $1,160-80.7% | $4,837-95.4% |
| Participant deferral / active EE | $2,367 | $2,871-17.6% | $2,146+10.3% | $6,341-62.7% |
| Admin fee / account holder | $880 | $4,545-80.6% | $3,380-74.0% | $12,309-92.9% |