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 | $28,889 | $65,561-55.9% | $86,188-66.5% | $75,163-61.6% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 17.77% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,400 | $1,553-9.8% | $2,380-41.2% | $2,670-47.6% |
| Participant deferral / active EE | $1,881 | $3,024-37.8% | $3,985-52.8% | $4,125-54.4% |
| Admin fee / account holder | $1,559 | $5,474-71.5% | $6,852-77.2% | $5,651-72.4% |