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 | $24,341 | $48,795-50.1% | $65,493-62.8% | $84,808-71.3% |
| Participation rate | 36.8% | 67.0%-30.1pp | 73.1%-36.3pp | 68.3%-31.5pp |
| Annual return | 20.53% | 20.20%+0.3pp | 982.45%-961.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $839 | $1,930-56.5% | $2,574-67.4% | $2,631-68.1% |
| Participant deferral / active EE | $2,124 | $2,928-27.5% | $3,961-46.4% | $4,212-49.6% |
| Admin fee / account holder | $1,769 | $3,877-54.4% | $5,028-64.8% | $7,344-75.9% |