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 | $16,120 | $109,327-85.3% | $89,391-82.0% | $158,922-89.9% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 14.52% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $711 | $3,170-77.6% | $2,586-72.5% | $4,761-85.1% |
| Participant deferral / active EE | $2,862 | $4,598-37.8% | $3,890-26.4% | $5,982-52.2% |
| Admin fee / account holder | $6,652 | $6,153+8.1% | $4,881+36.3% | $11,246-40.8% |