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 6-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 | $38,513 | $111,724-65.5% | $93,606-58.9% | $145,922-73.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 24.91% | 202.98%-178.1pp | 133.20%-108.3pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,308 | $3,090-57.7% | $2,420-45.9% | $4,660-71.9% |
| Participant deferral / active EE | $2,530 | $4,912-48.5% | $4,411-42.7% | $6,688-62.2% |
| Admin fee / account holder | $1,056 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |