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 | $30,942 | $58,208-46.8% | $81,812-62.2% | $80,856-61.7% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.3%-32.3pp | 67.6%-27.6pp |
| Annual return | 11.37% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $926 | $2,340-60.4% | $2,912-68.2% | $2,755-66.4% |
| Participant deferral / active EE | $1,998 | $3,281-39.1% | $4,319-53.7% | $4,296-53.5% |
| Admin fee / account holder | $3,998 | $4,981-19.7% | $7,386-45.9% | $6,918-42.2% |