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 | $22,749 | $77,899-70.8% | $149,673-84.8% | $75,163-69.7% |
| Participation rate | 3.8% | 65.6%-61.7pp | 78.8%-74.9pp | 67.2%-63.3pp |
| Annual return | 14.88% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,622 | $3,137+15.4% | $4,818-24.8% | $2,670+35.7% |
| Participant deferral / active EE | $5,616 | $3,411+64.7% | $5,680-1.1% | $4,125+36.2% |
| Admin fee / account holder | $3,285 | $5,956-44.8% | $13,210-75.1% | $5,651-41.9% |