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 | $33,351 | $99,877-66.6% | $84,966-60.7% | $145,922-77.1% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 12.25% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,181 | $3,231-63.5% | $2,727-56.7% | $4,660-74.7% |
| Participant deferral / active EE | $2,593 | $5,291-51.0% | $4,519-42.6% | $6,688-61.2% |
| Admin fee / account holder | $1,612 | $7,248-77.8% | $6,149-73.8% | $13,397-88.0% |