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 | $50,113 | $89,355-43.9% | $141,162-64.5% | $72,985-31.3% |
| Participation rate | 26.5% | 75.1%-48.6pp | 82.5%-56.0pp | 69.5%-43.0pp |
| Annual return | 27.75% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,957 | $5,418-45.4% | $6,709-55.9% | $3,607-18.0% |
| Admin fee / account holder | $2,483 | $5,958-58.3% | $10,261-75.8% | $5,124-51.5% |