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 | $12,652 | $60,124-79.0% | $90,404-86.0% | $79,858-84.2% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 34.15% | 71.94%-37.8pp | 1293.02%-1258.9pp | 31.71%+2.4pp |
| Employer contribution / active EE | $1,406 | $2,068-32.0% | $3,262-56.9% | $2,471-43.1% |
| Participant deferral / active EE | $2,544 | $2,938-13.4% | $3,963-35.8% | $3,740-32.0% |
| Admin fee / account holder | $343 | $3,976-91.4% | $5,611-93.9% | $5,306-93.5% |