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 | $39,291 | $109,327-64.1% | $89,391-56.0% | $158,922-75.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 21.09% | 345.68%-324.6pp | 245.62%-224.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,844 | $3,170-41.8% | $2,586-28.7% | $4,761-61.3% |
| Participant deferral / active EE | $4,493 | $4,598-2.3% | $3,890+15.5% | $5,982-24.9% |
| Admin fee / account holder | $2,518 | $6,153-59.1% | $4,881-48.4% | $11,246-77.6% |