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 6-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 | $31,037 | $109,327-71.6% | $89,391-65.3% | $158,922-80.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 8.59% | 345.68%-337.1pp | 245.62%-237.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,175 | $3,170-31.4% | $2,586-15.9% | $4,761-54.3% |
| Participant deferral / active EE | $4,120 | $4,598-10.4% | $3,890+5.9% | $5,982-31.1% |
| Admin fee / account holder | $2,718 | $6,153-55.8% | $4,881-44.3% | $11,246-75.8% |