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 7-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 | $35,659 | $114,047-68.7% | $96,139-62.9% | $167,490-78.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.2pp |
| Annual return | 17.33% | 189.88%-172.6pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,135 | $3,427-66.9% | $2,797-59.4% | $4,837-76.5% |
| Participant deferral / active EE | $3,022 | $5,194-41.8% | $4,349-30.5% | $6,341-52.4% |
| Admin fee / account holder | $2,784 | $6,897-59.6% | $5,537-49.7% | $12,309-77.4% |