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 | $53,928 | $89,753-39.9% | $107,525-49.8% | $84,808-36.4% |
| Participation rate | 44.8% | 68.1%-23.2pp | 75.1%-30.2pp | 68.3%-23.5pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,560 | $3,113-49.9% | $3,754-58.4% | $2,631-40.7% |
| Participant deferral / active EE | $2,925 | $4,056-27.9% | $5,116-42.8% | $4,212-30.5% |
| Admin fee / account holder | $413 | $7,222-94.3% | $8,919-95.4% | $7,344-94.4% |