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 7-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 | $29,289 | $44,960-34.9% | $84,966-65.5% | $74,495-60.7% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 17.92% | 26.24%-8.3pp | 66.38%-48.5pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $492 | $1,457-66.2% | $2,727-82.0% | $2,623-81.2% |
| Participant deferral / active EE | $1,694 | $2,731-38.0% | $4,519-62.5% | $4,346-61.0% |
| Admin fee / account holder | $5,101 | $2,209+130.9% | $6,149-17.0% | $1,942+162.7% |