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 6-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 | $35,640 | $175,202-79.7% | $149,673-76.2% | $139,434-74.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 29.12% | 166.71%-137.6pp | 134.42%-105.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,699 | $5,474-69.0% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $4,079 | $6,519-37.4% | $5,680-28.2% | $6,710-39.2% |
| Admin fee / account holder | $335 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |