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 | $43,145 | $56,114-23.1% | $96,139-55.1% | $85,850-49.7% |
| Participation rate | 27.1% | 56.7%-29.6pp | 68.4%-41.3pp | 69.3%-42.2pp |
| Annual return | 28.02% | 42.30%-14.3pp | 191.94%-163.9pp | 318.53%-290.5pp |
| Employer contribution / active EE | $280 | $1,620-82.7% | $2,797-90.0% | $2,565-89.1% |
| Participant deferral / active EE | $1,477 | $2,859-48.3% | $4,349-66.0% | $3,952-62.6% |
| Admin fee / account holder | $1,053 | $3,768-72.1% | $5,537-81.0% | $6,260-83.2% |