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 | $23,347 | $138,044-83.1% | $125,339-81.4% | $134,475-82.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 2.37% | 750.33%-748.0pp | 572.05%-569.7pp | 417.96%-415.6pp |
| Employer contribution / active EE | $1,807 | $5,243-65.5% | $4,814-62.5% | $4,740-61.9% |
| Participant deferral / active EE | $2,591 | $7,799-66.8% | $7,446-65.2% | $6,400-59.5% |
| Admin fee / account holder | $11,367 | $11,571-1.8% | $10,010+13.6% | $11,426-0.5% |