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 8-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 | $62,502 | $99,877-37.4% | $84,966-26.4% | $145,922-57.2% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.6pp |
| Annual return | 15.21% | 83.76%-68.6pp | 66.38%-51.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,269 | $3,231-29.8% | $2,727-16.8% | $4,660-51.3% |
| Participant deferral / active EE | $2,661 | $5,291-49.7% | $4,519-41.1% | $6,688-60.2% |
| Admin fee / account holder | $545 | $7,248-92.5% | $6,149-91.1% | $13,397-95.9% |