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 | $27,862 | $53,516-47.9% | $126,539-78.0% | $84,808-67.1% |
| Participation rate | 47.4% | 58.2%-10.9pp | 69.8%-22.4pp | 68.3%-20.9pp |
| Annual return | 19.85% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $661 | $1,535-56.9% | $3,674-82.0% | $2,631-74.9% |
| Participant deferral / active EE | $1,889 | $2,671-29.3% | $4,083-53.7% | $4,212-55.1% |
| Admin fee / account holder | $302 | $4,497-93.3% | $6,065-95.0% | $7,344-95.9% |