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 | $49,368 | $217,402-77.3% | $185,823-73.4% | $167,490-70.5% |
| Participation rate | 35.7% | 86.0%-50.3pp | 81.7%-46.0pp | 82.1%-46.4pp |
| Annual return | 17.36% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,488 | $5,873-74.7% | $5,167-71.2% | $4,837-69.3% |
| Participant deferral / active EE | $3,059 | $6,356-51.9% | $5,568-45.1% | $6,341-51.8% |
| Admin fee / account holder | $1,376 | $19,811-93.1% | $16,237-91.5% | $12,309-88.8% |