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 | $59,973 | $100,773-40.5% | $88,946-32.6% | $142,382-57.9% |
| Participation rate | 65.0% | 74.3%-9.3pp | 68.8%-3.8pp | 80.1%-15.1pp |
| Annual return | 20.84% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,054 | $2,918-29.6% | $2,555-19.6% | $4,299-52.2% |
| Participant deferral / active EE | $2,830 | $5,230-45.9% | $4,581-38.2% | $6,507-56.5% |
| Admin fee / account holder | $489 | $9,693-95.0% | $8,261-94.1% | $12,624-96.1% |