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 | $30,157 | $99,877-69.8% | $84,966-64.5% | $145,922-79.3% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.3pp | 80.3%-34.1pp |
| Annual return | 13.44% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,030 | $3,231-68.1% | $2,727-62.2% | $4,660-77.9% |
| Participant deferral / active EE | $1,371 | $5,291-74.1% | $4,519-69.7% | $6,688-79.5% |
| Admin fee / account holder | $2,141 | $7,248-70.5% | $6,149-65.2% | $13,397-84.0% |