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 | $36,636 | $105,181-65.2% | $159,436-77.0% | $85,850-57.3% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.8%-28.0pp | 69.3%-14.5pp |
| Annual return | 14.36% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,423 | $3,318-57.1% | $4,829-70.5% | $2,565-44.5% |
| Participant deferral / active EE | $2,727 | $5,945-54.1% | $7,352-62.9% | $3,952-31.0% |
| Admin fee / account holder | $5,847 | $6,933-15.7% | $10,799-45.9% | $6,260-6.6% |