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 | $28,760 | $78,422-63.3% | $95,952-70.0% | $79,858-64.0% |
| Participation rate | 38.4% | 73.5%-35.1pp | 77.1%-38.7pp | 69.6%-31.3pp |
| Annual return | 24.44% | 19.37%+5.1pp | 91.61%-67.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,680 | $3,440-51.2% | $4,167-59.7% | $3,740-55.1% |
| Admin fee / account holder | $647 | $5,622-88.5% | $6,795-90.5% | $5,306-87.8% |