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 | $78,659 | $91,190-13.7% | $178,490-55.9% | $79,858-1.5% |
| Participation rate | 15.0% | 69.2%-54.2pp | 81.9%-66.9pp | 69.6%-54.6pp |
| Annual return | 20.13% | 24.19%-4.1pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $500 | $3,256-84.6% | $5,011-90.0% | $2,471-79.8% |
| Participant deferral / active EE | $887 | $3,236-72.6% | $5,202-82.9% | $3,740-76.3% |
| Admin fee / account holder | $5,213 | $6,751-22.8% | $13,984-62.7% | $5,306-1.7% |