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 | $25,468 | $69,207-63.2% | $64,056-60.2% | $139,434-81.7% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 14.97% | 45.88%-30.9pp | 33.69%-18.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $587 | $3,182-81.6% | $2,747-78.6% | $4,751-87.7% |
| Participant deferral / active EE | $1,467 | $4,682-68.7% | $3,880-62.2% | $6,710-78.1% |
| Admin fee / account holder | $6,032 | $4,244+42.1% | $3,068+96.6% | $11,403-47.1% |