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 | $11,008 | $100,773-89.1% | $88,946-87.6% | $142,382-92.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 20.71% | 70.18%-49.5pp | 57.82%-37.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,584 | $2,918-45.7% | $2,555-38.0% | $4,299-63.2% |
| Participant deferral / active EE | $4,164 | $5,230-20.4% | $4,581-9.1% | $6,507-36.0% |
| Admin fee / account holder | $3,079 | $9,693-68.2% | $8,261-62.7% | $12,624-75.6% |