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 | $29,251 | $117,841-75.2% | $102,423-71.4% | $145,922-80.0% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 9.76% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,384 | $3,615-61.7% | $3,023-54.2% | $4,660-70.3% |
| Participant deferral / active EE | $2,619 | $5,731-54.3% | $5,053-48.2% | $6,688-60.8% |
| Admin fee / account holder | $3,116 | $13,326-76.6% | $9,451-67.0% | $13,397-76.7% |