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 | $39,763 | $54,705-27.3% | $71,209-44.2% | $84,808-53.1% |
| Participation rate | 60.7% | 64.1%-3.4pp | 73.8%-13.0pp | 68.3%-7.6pp |
| Annual return | 26.20% | 35.90%-9.7pp | 282.51%-256.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $2,123 | $2,158-1.6% | $2,721-22.0% | $2,631-19.3% |
| Participant deferral / active EE | $3,590 | $3,030+18.5% | $4,175-14.0% | $4,212-14.8% |
| Admin fee / account holder | $4,290 | $4,863-11.8% | $5,349-19.8% | $7,344-41.6% |