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 | $39,135 | $44,960-13.0% | $84,966-53.9% | $74,495-47.5% |
| Participation rate | 15.8% | 49.4%-33.6pp | 67.5%-51.7pp | 67.2%-51.4pp |
| Annual return | 15.38% | 26.24%-10.9pp | 66.38%-51.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $342 | $1,457-76.5% | $2,727-87.5% | $2,623-87.0% |
| Participant deferral / active EE | $713 | $2,731-73.9% | $4,519-84.2% | $4,346-83.6% |
| Admin fee / account holder | $3,372 | $2,209+52.6% | $6,149-45.2% | $1,942+73.7% |