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 | $39,612 | $74,888-47.1% | $71,209-44.4% | $142,382-72.2% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 22.44% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $985 | $2,854-65.5% | $2,721-63.8% | $4,299-77.1% |
| Participant deferral / active EE | $3,567 | $4,454-19.9% | $4,175-14.6% | $6,507-45.2% |
| Admin fee / account holder | $794 | $5,568-85.7% | $5,349-85.2% | $12,624-93.7% |