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 | $25,048 | $148,534-83.1% | $135,903-81.6% | $139,434-82.0% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 20.09% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,971 | $5,243-62.4% | $4,856-59.4% | $4,751-58.5% |
| Participant deferral / active EE | $4,061 | $8,100-49.9% | $7,758-47.7% | $6,710-39.5% |
| Admin fee / account holder | $899 | $12,400-92.7% | $10,762-91.6% | $11,403-92.1% |