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 7-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 | $53,039 | $58,926-10.0% | $97,226-45.4% | $74,495-28.8% |
| Participation rate | 33.2% | 63.5%-30.3pp | 72.7%-39.5pp | 67.2%-34.0pp |
| Annual return | 19.14% | 16.04%+3.1pp | 75.13%-56.0pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,262 | $1,894-33.4% | $2,729-53.8% | $2,623-51.9% |
| Participant deferral / active EE | $2,489 | $3,664-32.1% | $4,264-41.6% | $4,346-42.7% |
| Admin fee / account holder | $1,555 | $1,974-21.2% | $5,654-72.5% | $1,942-19.9% |