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 8-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 | $42,022 | $86,286-51.3% | $111,297-62.2% | $85,850-51.1% |
| Participation rate | 46.9% | 73.3%-26.5pp | 77.3%-30.4pp | 69.3%-22.4pp |
| Annual return | 20.44% | 19.99%+0.5pp | 54.65%-34.2pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1,266 | $2,043-38.0% | $2,731-53.6% | $2,565-50.6% |
| Participant deferral / active EE | $2,962 | $3,641-18.6% | $4,487-34.0% | $3,952-25.0% |
| Admin fee / account holder | $1,052 | $8,188-87.1% | $7,964-86.8% | $6,260-83.2% |