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 | $33,123 | $39,019-15.1% | $80,716-59.0% | $85,850-61.4% |
| Participation rate | 25.6% | 41.5%-16.0pp | 54.2%-28.6pp | 69.3%-43.7pp |
| Annual return | 17.66% | 26.27%-8.6pp | 87.28%-69.6pp | 318.53%-300.9pp |
| Employer contribution / active EE | $492 | $722-31.8% | $1,160-57.6% | $2,565-80.8% |
| Participant deferral / active EE | $1,619 | $1,326+22.1% | $2,146-24.6% | $3,952-59.0% |
| Admin fee / account holder | $550 | $2,431-77.4% | $3,380-83.7% | $6,260-91.2% |