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 | $15,550 | $52,279-70.3% | $89,391-82.6% | $79,858-80.5% |
| Participation rate | 36.2% | 57.5%-21.4pp | 68.0%-31.8pp | 69.6%-33.5pp |
| Annual return | 11.88% | 22.16%-10.3pp | 245.62%-233.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,433 | $2,740+61.8% | $3,890+14.0% | $3,740+18.5% |
| Admin fee / account holder | $8,074 | $3,356+140.6% | $4,881+65.4% | $5,306+52.2% |