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 | $38,829 | $89,753-56.7% | $107,525-63.9% | $84,808-54.2% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 16.82% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,505 | $3,113-51.7% | $3,754-59.9% | $2,631-42.8% |
| Participant deferral / active EE | $2,950 | $4,056-27.3% | $5,116-42.3% | $4,212-30.0% |
| Admin fee / account holder | $3,714 | $7,222-48.6% | $8,919-58.4% | $7,344-49.4% |