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 | $30,640 | $99,918-69.3% | $81,382-62.3% | $145,922-79.0% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.5%-27.8pp | 80.3%-38.6pp |
| Annual return | 13.16% | 34.32%-21.2pp | 24.73%-11.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,041 | $4,605+31.2% | $3,883+55.6% | $6,688-9.7% |
| Admin fee / account holder | $7,956 | $8,212-3.1% | $5,768+37.9% | $13,397-40.6% |