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 | $31,962 | $82,664-61.3% | $125,339-74.5% | $68,494-53.3% |
| Participation rate | 57.6% | 75.0%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | 26.39% | -5.97%+32.4pp | 572.05%-545.7pp | -7.84%+34.2pp |
| Employer contribution / active EE | $1,693 | $3,381-49.9% | $4,814-64.8% | $2,596-34.8% |
| Participant deferral / active EE | $3,328 | $6,110-45.5% | $7,446-55.3% | $4,027-17.4% |
| Admin fee / account holder | $405 | $6,275-93.5% | $10,010-96.0% | $5,403-92.5% |