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 | $32,565 | $165,335-80.3% | $149,696-78.2% | $158,922-79.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 29.36% | 348.15%-318.8pp | 276.60%-247.2pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,225 | $5,103-76.0% | $4,644-73.6% | $4,761-74.3% |
| Participant deferral / active EE | $2,457 | $7,181-65.8% | $6,842-64.1% | $5,982-58.9% |
| Admin fee / account holder | $1,319 | $10,807-87.8% | $9,309-85.8% | $11,246-88.3% |