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 7-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 | $40,529 | $109,982-63.1% | $97,226-58.3% | $145,922-72.2% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 15.73% | 242.90%-227.2pp | 75.13%-59.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $377 | $3,084-87.8% | $2,729-86.2% | $4,660-91.9% |
| Participant deferral / active EE | $2,069 | $4,676-55.8% | $4,264-51.5% | $6,688-69.1% |
| Admin fee / account holder | $800 | $6,221-87.1% | $5,654-85.8% | $13,397-94.0% |