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 | $24,862 | $104,664-76.2% | $85,682-71.0% | $167,490-85.2% |
| Participation rate | 47.6% | 76.4%-28.7pp | 69.9%-22.2pp | 82.1%-34.5pp |
| Annual return | 11.66% | 21.45%-9.8pp | 21.49%-9.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,528 | $3,337-54.2% | $2,618-41.7% | $4,837-68.4% |
| Participant deferral / active EE | $3,226 | $4,824-33.1% | $3,923-17.8% | $6,341-49.1% |
| Admin fee / account holder | $3,046 | $10,032-69.6% | $6,873-55.7% | $12,309-75.3% |