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 9-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 | $31,074 | $89,753-65.4% | $107,525-71.1% | $84,808-63.4% |
| Participation rate | 39.5% | 68.1%-28.5pp | 75.1%-35.5pp | 68.3%-28.8pp |
| Annual return | 13.82% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,092 | $3,113-64.9% | $3,754-70.9% | $2,631-58.5% |
| Participant deferral / active EE | $1,777 | $4,056-56.2% | $5,116-65.3% | $4,212-57.8% |
| Admin fee / account holder | $1,239 | $7,222-82.8% | $8,919-86.1% | $7,344-83.1% |