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 | $40,908 | $78,485-47.9% | $106,213-61.5% | $74,495-45.1% |
| Participation rate | 48.7% | 72.8%-24.1pp | 75.3%-26.5pp | 67.2%-18.5pp |
| Annual return | 15.00% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,297 | $2,523-48.6% | $3,171-59.1% | $2,623-50.5% |
| Participant deferral / active EE | $2,530 | $4,322-41.5% | $5,016-49.6% | $4,346-41.8% |
| Admin fee / account holder | $2,124 | $2,232-4.8% | $11,033-80.7% | $1,942+9.4% |