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 3-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 | $20,893 | $58,208-64.1% | $81,812-74.5% | $80,856-74.2% |
| Participation rate | 47.4% | 63.4%-16.0pp | 72.3%-25.0pp | 67.6%-20.3pp |
| Annual return | 16.59% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,431 | $2,340-38.9% | $2,912-50.9% | $2,755-48.1% |
| Participant deferral / active EE | $3,042 | $3,281-7.3% | $4,319-29.6% | $4,296-29.2% |
| Admin fee / account holder | $1,130 | $4,981-77.3% | $7,386-84.7% | $6,918-83.7% |