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 | $31,174 | $98,750-68.4% | $149,696-79.2% | $79,858-61.0% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 21.46% | 27.43%-6.0pp | 276.60%-255.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,966 | $5,680+57.8% | $6,842+31.0% | $3,740+139.7% |
| Admin fee / account holder | $3,845 | $6,053-36.5% | $9,309-58.7% | $5,306-27.5% |