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 | $19,910 | $29,660-32.9% | $56,411-64.7% | $80,856-75.4% |
| Participation rate | 47.6% | 41.6%+6.0pp | 52.5%-4.8pp | 67.6%-20.0pp |
| Annual return | 16.38% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,061 | $669+58.5% | $1,039+2.1% | $2,755-61.5% |
| Participant deferral / active EE | $2,110 | $1,226+72.1% | $1,952+8.1% | $4,296-50.9% |
| Admin fee / account holder | $1,195 | $2,428-50.8% | $2,829-57.7% | $6,918-82.7% |