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 | $27,800 | $73,360-62.1% | $177,989-84.4% | $74,495-62.7% |
| Participation rate | 54.8% | 66.6%-11.8pp | 77.1%-22.2pp | 67.2%-12.4pp |
| Annual return | 12.45% | 17.49%-5.0pp | 294.48%-282.0pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,086 | $2,216-51.0% | $3,949-72.5% | $2,623-58.6% |
| Participant deferral / active EE | $1,993 | $4,513-55.9% | $6,276-68.2% | $4,346-54.1% |
| Admin fee / account holder | $2,451 | $1,808+35.6% | $10,363-76.3% | $1,942+26.2% |