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 9-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 | $28,593 | $51,576-44.6% | $129,207-77.9% | $80,856-64.6% |
| Participation rate | 37.6% | 57.0%-19.3pp | 69.6%-32.0pp | 67.6%-30.0pp |
| Annual return | 12.39% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $762 | $1,584-51.9% | $4,153-81.7% | $2,755-72.3% |
| Participant deferral / active EE | $2,046 | $2,669-23.4% | $4,168-50.9% | $4,296-52.4% |
| Admin fee / account holder | $5,644 | $4,305+31.1% | $7,715-26.8% | $6,918-18.4% |