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 | $37,188 | $154,117-75.9% | $129,995-71.4% | $139,434-73.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 15.43% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,429 | $5,289-73.0% | $4,320-66.9% | $4,751-69.9% |
| Participant deferral / active EE | $3,155 | $6,710-53.0% | $5,820-45.8% | $6,710-53.0% |
| Admin fee / account holder | $9,951 | $14,007-29.0% | $10,614-6.3% | $11,403-12.7% |