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 7-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 | $39,811 | $112,096-64.5% | $95,952-58.5% | $158,922-74.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 16.78% | 171.09%-154.3pp | 91.61%-74.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,155 | $3,198-63.9% | $2,541-54.5% | $4,761-75.7% |
| Participant deferral / active EE | $3,395 | $4,784-29.0% | $4,167-18.5% | $5,982-43.2% |
| Admin fee / account holder | $1,955 | $10,130-80.7% | $6,795-71.2% | $11,246-82.6% |