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 | $31,284 | $176,377-82.3% | $134,143-76.7% | $158,922-80.3% |
| Participation rate | 28.6% | 78.7%-50.1pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | 20.82% | 63.63%-42.8pp | 36.33%-15.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,019 | $5,040-79.8% | $3,704-72.5% | $4,761-78.6% |
| Participant deferral / active EE | $2,155 | $4,091-47.3% | $3,499-38.4% | $5,982-64.0% |
| Admin fee / account holder | $413 | $8,718-95.3% | $6,684-93.8% | $11,246-96.3% |