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 8-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 | $38,681 | $55,415-30.2% | $155,509-75.1% | $74,495-48.1% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.1pp | 67.2%-24.1pp |
| Annual return | 15.36% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,048 | $2,267-53.8% | $4,672-77.6% | $2,623-60.0% |
| Participant deferral / active EE | $2,043 | $2,836-28.0% | $5,626-63.7% | $4,346-53.0% |
| Admin fee / account holder | $1,021 | $1,738-41.3% | $15,912-93.6% | $1,942-47.4% |