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 | $13,410 | $77,419-82.7% | $69,455-80.7% | $152,861-91.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 74.6%-38.9pp | 82.4%-46.7pp |
| Annual return | 27.81% | 39.06%-11.2pp | 28.97%-1.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $804 | $3,315-75.7% | $2,779-71.1% | $4,762-83.1% |
| Participant deferral / active EE | $3,564 | $4,414-19.2% | $3,535+0.8% | $5,850-39.1% |
| Admin fee / account holder | $1,866 | $6,207-69.9% | $3,839-51.4% | $11,596-83.9% |