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 | $29,197 | $89,355-67.3% | $141,162-79.3% | $72,985-60.0% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 23.85% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,565 | $3,114-49.7% | $4,735-66.9% | $2,440-35.8% |
| Participant deferral / active EE | $2,505 | $5,418-53.8% | $6,709-62.7% | $3,607-30.6% |
| Admin fee / account holder | $3,061 | $5,958-48.6% | $10,261-70.2% | $5,124-40.3% |