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 | $40,442 | $209,411-80.7% | $178,490-77.3% | $158,922-74.6% |
| Participation rate | 35.0% | 86.3%-51.3pp | 81.9%-46.9pp | 82.0%-47.0pp |
| Annual return | 18.65% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,658 | $5,706-70.9% | $5,011-66.9% | $4,761-65.2% |
| Participant deferral / active EE | $4,377 | $5,954-26.5% | $5,202-15.8% | $5,982-26.8% |
| Admin fee / account holder | $680 | $17,074-96.0% | $13,984-95.1% | $11,246-94.0% |