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 10-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 | $32,194 | $183,519-82.5% | $155,509-79.3% | $145,922-77.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.91% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,407 | $5,313-73.5% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $4,494 | $6,462-30.5% | $5,626-20.1% | $6,688-32.8% |
| Admin fee / account holder | $1,744 | $19,313-91.0% | $15,912-89.0% | $13,397-87.0% |