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 7-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 | $92,284 | $114,047-19.1% | $96,139-4.0% | $167,490-44.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 19.50% | 189.88%-170.4pp | 191.94%-172.4pp | 478.56%-459.1pp |
| Employer contribution / active EE | $955 | $3,427-72.1% | $2,797-65.9% | $4,837-80.3% |
| Participant deferral / active EE | $5,241 | $5,194+0.9% | $4,349+20.5% | $6,341-17.3% |
| Admin fee / account holder | $1,018 | $6,897-85.2% | $5,537-81.6% | $12,309-91.7% |