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 | $38,423 | $73,933-48.0% | $96,683-60.3% | $75,163-48.9% |
| Participation rate | 36.4% | 66.4%-30.1pp | 74.3%-38.0pp | 67.2%-30.8pp |
| Annual return | 45.85% | 26.70%+19.1pp | 35.69%+10.2pp | 160.62%-114.8pp |
| Employer contribution / active EE | $1,206 | $2,928-58.8% | $3,737-67.7% | $2,670-54.8% |
| Participant deferral / active EE | $1,727 | $3,659-52.8% | $4,878-64.6% | $4,125-58.1% |
| Admin fee / account holder | $1,634 | $5,216-68.7% | $6,730-75.7% | $5,651-71.1% |