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 8-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 | $32,644 | $53,516-39.0% | $126,539-74.2% | $84,808-61.5% |
| Participation rate | 46.4% | 58.2%-11.9pp | 69.8%-23.4pp | 68.3%-21.9pp |
| Annual return | 20.43% | 58.34%-37.9pp | 425.95%-405.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $585 | $1,535-61.9% | $3,674-84.1% | $2,631-77.8% |
| Participant deferral / active EE | $2,327 | $2,671-12.9% | $4,083-43.0% | $4,212-44.7% |
| Admin fee / account holder | $1,480 | $4,497-67.1% | $6,065-75.6% | $7,344-79.8% |