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 | $28,231 | $210,648-86.6% | $177,989-84.1% | $145,922-80.7% |
| Participation rate | 40.9% | 80.8%-39.8pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 8.64% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $906 | $4,565-80.1% | $3,949-77.1% | $4,660-80.6% |
| Participant deferral / active EE | $2,623 | $6,958-62.3% | $6,276-58.2% | $6,688-60.8% |
| Admin fee / account holder | $7,713 | $12,013-35.8% | $10,363-25.6% | $13,397-42.4% |