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 | $27,803 | $62,573-55.6% | $85,682-67.6% | $85,850-67.6% |
| Participation rate | 38.6% | 61.1%-22.6pp | 69.9%-31.3pp | 69.3%-30.7pp |
| Annual return | 16.44% | 23.77%-7.3pp | 21.49%-5.0pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,423 | $1,757-19.0% | $2,618-45.6% | $2,565-44.5% |
| Participant deferral / active EE | $2,341 | $2,802-16.5% | $3,923-40.3% | $3,952-40.8% |
| Admin fee / account holder | $2,178 | $4,640-53.1% | $6,873-68.3% | $6,260-65.2% |