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 | $39,217 | $115,770-66.1% | $101,248-61.3% | $158,922-75.3% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 20.32% | 56.14%-35.8pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,125 | $4,175-49.1% | $3,660-41.9% | $4,761-55.4% |
| Participant deferral / active EE | $2,643 | $4,957-46.7% | $4,370-39.5% | $5,982-55.8% |
| Admin fee / account holder | $801 | $7,245-89.0% | $5,945-86.5% | $11,246-92.9% |