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 | $32,503 | $82,664-60.7% | $125,339-74.1% | $68,494-52.5% |
| Participation rate | 51.1% | 75.0%-23.9pp | 82.4%-31.3pp | 67.9%-16.8pp |
| Annual return | 0.88% | -5.97%+6.8pp | 572.05%-571.2pp | -7.84%+8.7pp |
| Employer contribution / active EE | $1,705 | $3,381-49.6% | $4,814-64.6% | $2,596-34.3% |
| Participant deferral / active EE | $4,301 | $6,110-29.6% | $7,446-42.2% | $4,027+6.8% |
| Admin fee / account holder | $2,258 | $6,275-64.0% | $10,010-77.4% | $5,403-58.2% |