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 | $27,161 | $115,770-76.5% | $101,248-73.2% | $158,922-82.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 27.42% | 56.14%-28.7pp | 46.47%-19.1pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,695 | $4,175-59.4% | $3,660-53.7% | $4,761-64.4% |
| Participant deferral / active EE | $4,085 | $4,957-17.6% | $4,370-6.5% | $5,982-31.7% |
| Admin fee / account holder | $975 | $7,245-86.5% | $5,945-83.6% | $11,246-91.3% |