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 6-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 | $25,588 | $57,281-55.3% | $86,612-70.5% | $75,163-66.0% |
| Participation rate | 30.2% | 63.2%-33.0pp | 71.7%-41.5pp | 67.2%-37.0pp |
| Annual return | 15.23% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.4pp |
| Employer contribution / active EE | $324 | $2,314-86.0% | $3,022-89.3% | $2,670-87.9% |
| Participant deferral / active EE | $2,509 | $3,318-24.4% | $4,438-43.5% | $4,125-39.2% |
| Admin fee / account holder | $635 | $4,112-84.6% | $5,614-88.7% | $5,651-88.8% |