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 5-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 | $28,151 | $54,705-48.5% | $71,209-60.5% | $84,808-66.8% |
| Participation rate | 43.6% | 64.1%-20.5pp | 73.8%-30.2pp | 68.3%-24.7pp |
| Annual return | 40.66% | 35.90%+4.8pp | 282.51%-241.9pp | 40.90%-0.2pp |
| Employer contribution / active EE | $1,069 | $2,158-50.5% | $2,721-60.7% | $2,631-59.4% |
| Participant deferral / active EE | $2,651 | $3,030-12.5% | $4,175-36.5% | $4,212-37.1% |
| Admin fee / account holder | $7,370 | $4,863+51.5% | $5,349+37.8% | $7,344+0.4% |