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 | $31,213 | $81,208-61.6% | $98,907-68.4% | $79,858-60.9% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 20.96% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,000 | $1,960-49.0% | $2,689-62.8% | $2,471-59.5% |
| Participant deferral / active EE | $2,435 | $3,265-25.4% | $4,244-42.6% | $3,740-34.9% |
| Admin fee / account holder | $2,204 | $6,013-63.3% | $6,642-66.8% | $5,306-58.5% |