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 5-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 | $34,845 | $58,208-40.1% | $81,812-57.4% | $80,856-56.9% |
| Participation rate | 20.6% | 63.4%-42.8pp | 72.3%-51.8pp | 67.6%-47.0pp |
| Annual return | 13.03% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $544 | $2,340-76.8% | $2,912-81.3% | $2,755-80.3% |
| Participant deferral / active EE | $2,259 | $3,281-31.2% | $4,319-47.7% | $4,296-47.4% |
| Admin fee / account holder | $1,329 | $4,981-73.3% | $7,386-82.0% | $6,918-80.8% |