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 | $36,378 | $89,753-59.5% | $107,525-66.2% | $84,808-57.1% |
| Participation rate | 41.2% | 68.1%-26.9pp | 75.1%-33.9pp | 68.3%-27.1pp |
| Annual return | 19.96% | 29.48%-9.5pp | 181.32%-161.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,383 | $3,113-55.6% | $3,754-63.2% | $2,631-47.4% |
| Participant deferral / active EE | $2,580 | $4,056-36.4% | $5,116-49.6% | $4,212-38.7% |
| Admin fee / account holder | $420 | $7,222-94.2% | $8,919-95.3% | $7,344-94.3% |