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 8-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 | $25,440 | $115,770-78.0% | $101,248-74.9% | $158,922-84.0% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 21.12% | 56.14%-35.0pp | 46.47%-25.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,166 | $4,175-72.1% | $3,660-68.1% | $4,761-75.5% |
| Participant deferral / active EE | $2,530 | $4,957-49.0% | $4,370-42.1% | $5,982-57.7% |
| Admin fee / account holder | $852 | $7,245-88.2% | $5,945-85.7% | $11,246-92.4% |