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 7-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 | $41,740 | $58,208-28.3% | $81,812-49.0% | $80,856-48.4% |
| Participation rate | 32.4% | 63.4%-31.0pp | 72.3%-39.9pp | 67.6%-35.2pp |
| Annual return | 10.81% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,145 | $2,340-51.1% | $2,912-60.7% | $2,755-58.4% |
| Participant deferral / active EE | $1,814 | $3,281-44.7% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $3,613 | $4,981-27.5% | $7,386-51.1% | $6,918-47.8% |