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 | $31,859 | $102,616-69.0% | $81,983-61.1% | $158,922-80.0% |
| Participation rate | 52.9% | 75.5%-22.6pp | 69.2%-16.3pp | 82.0%-29.0pp |
| Annual return | 19.47% | 61.04%-41.6pp | 41.31%-21.8pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,166 | $3,240-33.2% | $2,498-13.3% | $4,761-54.5% |
| Participant deferral / active EE | $5,464 | $4,648+17.5% | $3,722+46.8% | $5,982-8.7% |
| Admin fee / account holder | $1,742 | $8,235-78.8% | $5,664-69.2% | $11,246-84.5% |