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 7-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 | $19,031 | $48,795-61.0% | $65,493-70.9% | $84,808-77.6% |
| Participation rate | 42.2% | 67.0%-24.8pp | 73.1%-30.9pp | 68.3%-26.1pp |
| Annual return | 22.44% | 20.20%+2.2pp | 982.45%-960.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,354 | $1,930-29.8% | $2,574-47.4% | $2,631-48.5% |
| Participant deferral / active EE | $1,439 | $2,928-50.9% | $3,961-63.7% | $4,212-65.8% |
| Admin fee / account holder | $4,281 | $3,877+10.4% | $5,028-14.9% | $7,344-41.7% |