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 | $27,036 | $59,417-54.5% | $93,606-71.1% | $74,495-63.7% |
| Participation rate | 51.1% | 59.7%-8.6pp | 68.7%-17.7pp | 67.2%-16.1pp |
| Annual return | 13.36% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,613 | $1,264+27.6% | $2,420-33.4% | $2,623-38.5% |
| Participant deferral / active EE | $2,420 | $3,050-20.7% | $4,411-45.1% | $4,346-44.3% |
| Admin fee / account holder | $1,271 | $3,021-57.9% | $8,285-84.7% | $1,942-34.6% |