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 | $44,561 | $158,398-71.9% | $126,539-64.8% | $142,382-68.7% |
| Participation rate | 64.7% | 75.8%-11.1pp | 69.8%-5.1pp | 80.1%-15.4pp |
| Annual return | 16.08% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,070 | $4,650-77.0% | $3,674-70.9% | $4,299-75.1% |
| Participant deferral / active EE | $3,489 | $4,767-26.8% | $4,083-14.5% | $6,507-46.4% |
| Admin fee / account holder | $1,255 | $6,918-81.9% | $6,065-79.3% | $12,624-90.1% |