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 | $30,994 | $56,317-45.0% | $71,209-56.5% | $74,304-58.3% |
| Participation rate | 43.6% | 55.1%-11.5pp | 73.8%-30.1pp | 60.3%-16.7pp |
| Annual return | 29.97% | 42.83%-12.9pp | 282.51%-252.5pp | 29.43%+0.5pp |
| Employer contribution / active EE | $1,328 | $2,160-38.5% | $2,721-51.2% | $2,241-40.8% |
| Participant deferral / active EE | $1,577 | $2,788-43.4% | $4,175-62.2% | $3,767-58.1% |
| Admin fee / account holder | $2,933 | $2,290+28.1% | $5,349-45.2% | $2,969-1.2% |