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 | $54,909 | $97,744-43.8% | $103,476-46.9% | $145,922-62.4% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 10.24% | 25.41%-15.2pp | 23.90%-13.7pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,089 | $4,677-55.3% | $4,672-55.3% | $4,660-55.2% |
| Participant deferral / active EE | $4,698 | $6,603-28.9% | $6,623-29.1% | $6,688-29.7% |
| Admin fee / account holder | $2,550 | $12,515-79.6% | $9,413-72.9% | $13,397-81.0% |