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 | $48,497 | $31,310+54.9% | $53,898-10.0% | $74,304-34.7% |
| Participation rate | 22.3% | 30.7%-8.4pp | 55.0%-32.7pp | 60.3%-38.0pp |
| Annual return | 17.36% | 23.16%-5.8pp | 528.60%-511.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $179 | $450-60.3% | $932-80.8% | $2,241-92.0% |
| Participant deferral / active EE | $776 | $934-16.9% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $751 | $2,175-65.5% | $2,491-69.8% | $2,969-74.7% |