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 | $35,631 | $63,355-43.8% | $91,989-61.3% | $72,985-51.2% |
| Participation rate | 60.0% | 72.5%-12.5pp | 78.6%-18.6pp | 69.5%-9.5pp |
| Annual return | 212.63% | 35.35%+177.3pp | 69.02%+143.6pp | 81.00%+131.6pp |
| Employer contribution / active EE | $1,995 | $2,116-5.7% | $3,452-42.2% | $2,440-18.2% |
| Participant deferral / active EE | $5,207 | $4,883+6.6% | $5,923-12.1% | $3,607+44.3% |
| Admin fee / account holder | $832 | $4,668-82.2% | $7,743-89.3% | $5,124-83.8% |