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 | $28,252 | $48,795-42.1% | $65,493-56.9% | $84,808-66.7% |
| Participation rate | 54.5% | 67.0%-12.4pp | 73.1%-18.5pp | 68.3%-13.8pp |
| Annual return | 28.42% | 20.20%+8.2pp | 982.45%-954.0pp | 40.90%-12.5pp |
| Employer contribution / active EE | $951 | $1,930-50.7% | $2,574-63.1% | $2,631-63.9% |
| Participant deferral / active EE | $2,935 | $2,928+0.2% | $3,961-25.9% | $4,212-30.3% |
| Admin fee / account holder | $600 | $3,877-84.5% | $5,028-88.1% | $7,344-91.8% |