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 | $37,870 | $56,317-32.8% | $71,209-46.8% | $74,304-49.0% |
| Participation rate | 51.2% | 55.1%-3.9pp | 73.8%-22.5pp | 60.3%-9.1pp |
| Annual return | 18.09% | 42.83%-24.7pp | 282.51%-264.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $574 | $2,160-73.4% | $2,721-78.9% | $2,241-74.4% |
| Participant deferral / active EE | $3,588 | $2,788+28.7% | $4,175-14.1% | $3,767-4.7% |
| Admin fee / account holder | $989 | $2,290-56.8% | $5,349-81.5% | $2,969-66.7% |