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 | $23,633 | $24,730-4.4% | $66,042-64.2% | $84,808-72.1% |
| Participation rate | 48.3% | 68.1%-19.8pp | 67.5%-19.2pp | 68.3%-20.0pp |
| Annual return | 16.75% | 79.55%-62.8pp | 52.11%-35.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,253 | $857+46.2% | $1,579-20.7% | $2,631-52.4% |
| Participant deferral / active EE | $1,803 | $1,737+3.8% | $2,835-36.4% | $4,212-57.2% |
| Admin fee / account holder | $2,725 | $3,014-9.6% | $5,747-52.6% | $7,344-62.9% |