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 | $30,766 | $98,750-68.8% | $149,696-79.4% | $79,858-61.5% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 24.05% | 27.43%-3.4pp | 276.60%-252.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,166 | $3,216-63.8% | $4,644-74.9% | $2,471-52.8% |
| Participant deferral / active EE | $4,895 | $5,680-13.8% | $6,842-28.5% | $3,740+30.9% |
| Admin fee / account holder | $1,435 | $6,053-76.3% | $9,309-84.6% | $5,306-73.0% |