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 | $32,690 | $91,190-64.2% | $178,490-81.7% | $79,858-59.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 17.83% | 24.19%-6.4pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $462 | $3,256-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $3,236 | $3,2360% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $1,505 | $6,751-77.7% | $13,984-89.2% | $5,306-71.6% |