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 | $60,092 | $133,922-55.1% | $116,228-48.3% | $142,382-57.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 14.62% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $816 | $3,446-76.3% | $2,994-72.8% | $4,299-81.0% |
| Participant deferral / active EE | $4,080 | $5,672-28.1% | $4,953-17.6% | $6,507-37.3% |
| Admin fee / account holder | $1,372 | $14,945-90.8% | $11,989-88.6% | $12,624-89.1% |