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 | $30,573 | $59,417-48.5% | $93,606-67.3% | $74,495-59.0% |
| Participation rate | 66.7% | 59.7%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 12.95% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,983 | $1,264+57.0% | $2,420-18.0% | $2,623-24.4% |
| Participant deferral / active EE | $2,949 | $3,050-3.3% | $4,411-33.2% | $4,346-32.1% |
| Admin fee / account holder | $3,927 | $3,021+30.0% | $8,285-52.6% | $1,942+102.2% |