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 | $46,354 | $77,314-40.0% | $177,989-74.0% | $80,856-42.7% |
| Participation rate | 51.3% | 65.7%-14.4pp | 77.1%-25.8pp | 67.6%-16.3pp |
| Annual return | 12.45% | 18.09%-5.6pp | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,877 | $2,292-18.1% | $3,949-52.5% | $2,755-31.9% |
| Participant deferral / active EE | $4,052 | $4,411-8.1% | $6,276-35.4% | $4,296-5.7% |
| Admin fee / account holder | $640 | $7,191-91.1% | $10,363-93.8% | $6,918-90.7% |