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 | $27,420 | $126,574-78.3% | $106,213-74.2% | $145,922-81.2% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-21.9pp |
| Annual return | 8.87% | 224.79%-215.9pp | 116.14%-107.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,097 | $3,730-70.6% | $3,171-65.4% | $4,660-76.5% |
| Participant deferral / active EE | $3,630 | $5,724-36.6% | $5,016-27.6% | $6,688-45.7% |
| Admin fee / account holder | $597 | $17,304-96.6% | $11,033-94.6% | $13,397-95.5% |