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 | $35,722 | $65,241-45.2% | $126,539-71.8% | $85,563-58.3% |
| Participation rate | 36.8% | 48.6%-11.9pp | 69.8%-33.1pp | 66.0%-29.2pp |
| Annual return | 19.24% | 42.19%-23.0pp | 425.95%-406.7pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,020 | $1,937-47.3% | $3,674-72.2% | $2,654-61.5% |
| Participant deferral / active EE | $1,761 | $3,032-41.9% | $4,083-56.9% | $4,375-59.7% |
| Admin fee / account holder | $495 | $1,031-52.0% | $6,065-91.8% | $834-40.6% |