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 | $37,578 | $177,572-78.8% | $154,803-75.7% | $142,382-73.6% |
| Participation rate | 34.8% | 82.1%-47.3pp | 78.1%-43.3pp | 80.1%-45.3pp |
| Annual return | 16.20% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,166 | $4,810-75.8% | $4,305-72.9% | $4,299-72.9% |
| Participant deferral / active EE | $1,953 | $6,272-68.9% | $5,540-64.7% | $6,507-70.0% |
| Admin fee / account holder | $5,952 | $16,786-64.5% | $14,329-58.5% | $12,624-52.8% |