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 8-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 | $37,193 | $81,208-54.2% | $98,907-62.4% | $79,858-53.4% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 27.46% | 60.99%-33.5pp | 196.43%-169.0pp | 31.71%-4.3pp |
| Employer contribution / active EE | $2,405 | $1,960+22.7% | $2,689-10.6% | $2,471-2.7% |
| Participant deferral / active EE | $5,849 | $3,265+79.1% | $4,244+37.8% | $3,740+56.4% |
| Admin fee / account holder | $2,721 | $6,013-54.7% | $6,642-59.0% | $5,306-48.7% |