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 | $27,025 | $105,181-74.3% | $159,436-83.0% | $85,850-68.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 23.94% | 45.07%-21.1pp | 263.57%-239.6pp | 318.53%-294.6pp |
| Employer contribution / active EE | $2,285 | $3,318-31.1% | $4,829-52.7% | $2,565-10.9% |
| Participant deferral / active EE | $3,458 | $5,945-41.8% | $7,352-53.0% | $3,952-12.5% |
| Admin fee / account holder | $1,061 | $6,933-84.7% | $10,799-90.2% | $6,260-83.1% |