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 6-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 | $24,586 | $56,053-56.1% | $75,972-67.6% | $80,856-69.6% |
| Participation rate | 40.0% | 62.0%-22.0pp | 69.1%-29.1pp | 67.6%-27.6pp |
| Annual return | 24.37% | 20.53%+3.8pp | 359.55%-335.2pp | 35.59%-11.2pp |
| Employer contribution / active EE | $509 | $1,874-72.9% | $2,685-81.1% | $2,755-81.5% |
| Participant deferral / active EE | $1,562 | $3,052-48.8% | $4,255-63.3% | $4,296-63.6% |
| Admin fee / account holder | $717 | $5,234-86.3% | $6,467-88.9% | $6,918-89.6% |