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 9-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 | $51,932 | $99,985-48.1% | $146,665-64.6% | $85,850-39.5% |
| Participation rate | 61.3% | 73.1%-11.8pp | 80.1%-18.8pp | 69.3%-8.0pp |
| Annual return | 17.53% | 18.93%-1.4pp | 22.74%-5.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,310 | $2,559-48.8% | $4,136-68.3% | $2,565-48.9% |
| Participant deferral / active EE | $3,328 | $4,006-16.9% | $5,506-39.6% | $3,952-15.8% |
| Admin fee / account holder | $652 | $7,702-91.5% | $10,280-93.7% | $6,260-89.6% |