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 | $29,033 | $162,781-82.2% | $133,956-78.3% | $158,922-81.7% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 21.71% | 41.94%-20.2pp | 45.09%-23.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,250 | $4,975-74.9% | $3,919-68.1% | $4,761-73.7% |
| Participant deferral / active EE | $2,423 | $5,911-59.0% | $5,048-52.0% | $5,982-59.5% |
| Admin fee / account holder | $2,006 | $11,736-82.9% | $8,927-77.5% | $11,246-82.2% |