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 | $21,307 | $77,314-72.4% | $177,989-88.0% | $80,856-73.6% |
| Participation rate | 53.4% | 65.7%-12.3pp | 77.1%-23.7pp | 67.6%-14.2pp |
| Annual return | 14.34% | 18.09%-3.7pp | 294.48%-280.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,685 | $2,292-26.5% | $3,949-57.3% | $2,755-38.8% |
| Participant deferral / active EE | $3,610 | $4,411-18.2% | $6,276-42.5% | $4,296-16.0% |
| Admin fee / account holder | $770 | $7,191-89.3% | $10,363-92.6% | $6,918-88.9% |