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 | $29,857 | $106,890-72.1% | $84,015-64.5% | $152,861-80.5% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 28.47% | 104.99%-76.5pp | 71.31%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $830 | $2,734-69.6% | $1,983-58.1% | $4,762-82.6% |
| Participant deferral / active EE | $3,294 | $4,011-17.9% | $3,239+1.7% | $5,850-43.7% |
| Admin fee / account holder | $3,012 | $8,285-63.7% | $6,101-50.6% | $11,596-74.0% |