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 8-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 | $26,588 | $228,332-88.4% | $185,823-85.7% | $158,922-83.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 19.12% | 40.80%-21.7pp | 35.95%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,317 | $4,967-73.5% | $4,087-67.8% | $4,761-72.3% |
| Participant deferral / active EE | $2,958 | $6,415-53.9% | $5,632-47.5% | $5,982-50.5% |
| Admin fee / account holder | $2,078 | $11,864-82.5% | $9,500-78.1% | $11,246-81.5% |