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 | $29,054 | $62,327-53.4% | $120,354-75.9% | $74,495-61.0% |
| Participation rate | 26.8% | 56.8%-30.0pp | 71.9%-45.1pp | 67.2%-40.4pp |
| Annual return | 11.73% | 18.61%-6.9pp | 107.15%-95.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $488 | $1,843-73.5% | $3,463-85.9% | $2,623-81.4% |
| Participant deferral / active EE | $1,310 | $2,893-54.7% | $4,991-73.8% | $4,346-69.9% |
| Admin fee / account holder | $686 | $2,396-71.4% | $9,423-92.7% | $1,942-64.7% |