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 4-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 | $40,170 | $58,208-31.0% | $81,812-50.9% | $80,856-50.3% |
| Participation rate | 34.8% | 63.4%-28.6pp | 72.3%-37.5pp | 67.6%-32.8pp |
| Annual return | 13.46% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $741 | $2,340-68.4% | $2,912-74.6% | $2,755-73.1% |
| Participant deferral / active EE | $1,224 | $3,281-62.7% | $4,319-71.7% | $4,296-71.5% |
| Admin fee / account holder | $9,440 | $4,981+89.5% | $7,386+27.8% | $6,918+36.5% |