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 | $25,261 | $48,046-47.4% | $84,611-70.1% | $72,985-65.4% |
| Participation rate | 37.1% | 57.6%-20.5pp | 68.2%-31.1pp | 69.5%-32.4pp |
| Annual return | 18.51% | 37.38%-18.9pp | 258.74%-240.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,256 | $2,680-53.2% | $3,899-67.8% | $3,607-65.2% |
| Admin fee / account holder | $908 | $3,395-73.3% | $4,912-81.5% | $5,124-82.3% |