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 3-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 | $31,356 | $48,795-35.7% | $65,493-52.1% | $84,808-63.0% |
| Participation rate | 56.0% | 67.0%-11.0pp | 73.1%-17.1pp | 68.3%-12.3pp |
| Annual return | 19.19% | 20.20%-1.0pp | 982.45%-963.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,012 | $1,930-47.5% | $2,574-60.7% | $2,631-61.5% |
| Participant deferral / active EE | $2,389 | $2,928-18.4% | $3,961-39.7% | $4,212-43.3% |
| Admin fee / account holder | $1,247 | $3,877-67.8% | $5,028-75.2% | $7,344-83.0% |