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 | $33,291 | $89,753-62.9% | $107,525-69.0% | $84,808-60.7% |
| Participation rate | 52.8% | 68.1%-15.2pp | 75.1%-22.2pp | 68.3%-15.5pp |
| Annual return | 14.13% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,001 | $3,113-67.8% | $3,754-73.3% | $2,631-61.9% |
| Participant deferral / active EE | $2,859 | $4,056-29.5% | $5,116-44.1% | $4,212-32.1% |
| Admin fee / account holder | $1,060 | $7,222-85.3% | $8,919-88.1% | $7,344-85.6% |