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 8-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 | $48,449 | $81,625-40.6% | $167,512-71.1% | $74,304-34.8% |
| Participation rate | 44.0% | 60.0%-16.0pp | 77.1%-33.1pp | 60.3%-16.3pp |
| Annual return | 15.85% | 26.09%-10.2pp | 1615.79%-1599.9pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,300 | $2,010-35.4% | $3,882-66.5% | $2,241-42.0% |
| Participant deferral / active EE | $2,321 | $4,115-43.6% | $6,405-63.8% | $3,767-38.4% |
| Admin fee / account holder | $1,957 | $3,474-43.7% | $9,769-80.0% | $2,969-34.1% |