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 9-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 | $30,185 | $63,346-52.3% | $92,233-67.3% | $70,131-57.0% |
| Participation rate | 53.1% | 68.7%-15.6pp | 76.5%-23.4pp | 69.5%-16.5pp |
| Annual return | 17.50% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,958 | $2,471+19.7% | $3,679-19.6% | $2,342+26.3% |
| Participant deferral / active EE | $2,024 | $2,854-29.1% | $3,897-48.1% | $3,332-39.3% |
| Admin fee / account holder | $1,775 | $3,840-53.8% | $5,194-65.8% | $4,645-61.8% |