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 6-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 | $56,515 | $89,753-37.0% | $107,525-47.4% | $84,808-33.4% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 17.24% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,431 | $4,056-40.1% | $5,116-52.5% | $4,212-42.3% |
| Admin fee / account holder | $842 | $7,222-88.3% | $8,919-90.6% | $7,344-88.5% |