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 | $30,010 | $56,053-46.5% | $75,972-60.5% | $80,856-62.9% |
| Participation rate | 27.5% | 62.0%-34.5pp | 69.1%-41.5pp | 67.6%-40.1pp |
| Annual return | 23.26% | 20.53%+2.7pp | 359.55%-336.3pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,594 | $1,874-14.9% | $2,685-40.6% | $2,755-42.1% |
| Participant deferral / active EE | $2,144 | $3,052-29.8% | $4,255-49.6% | $4,296-50.1% |
| Admin fee / account holder | $723 | $5,234-86.2% | $6,467-88.8% | $6,918-89.5% |