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 | $24,424 | $56,317-56.6% | $71,209-65.7% | $74,304-67.1% |
| Participation rate | 27.8% | 55.1%-27.3pp | 73.8%-46.0pp | 60.3%-32.6pp |
| Annual return | 16.91% | 42.83%-25.9pp | 282.51%-265.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,039 | $2,160-51.9% | $2,721-61.8% | $2,241-53.6% |
| Participant deferral / active EE | $2,039 | $2,788-26.8% | $4,175-51.2% | $3,767-45.9% |
| Admin fee / account holder | $4,534 | $2,290+98.0% | $5,349-15.2% | $2,969+52.7% |