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 | $69,535 | $111,754-37.8% | $103,333-32.7% | $145,922-52.3% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 15.50% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,363 | $4,212-67.6% | $3,868-64.7% | $4,660-70.7% |
| Participant deferral / active EE | $4,163 | $5,619-25.9% | $5,057-17.7% | $6,688-37.7% |
| Admin fee / account holder | $3,576 | $9,750-63.3% | $8,355-57.2% | $13,397-73.3% |