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 | $51,931 | $58,512-11.2% | $84,015-38.2% | $72,985-28.8% |
| Participation rate | 31.5% | 61.2%-29.7pp | 69.0%-37.5pp | 69.5%-38.0pp |
| Annual return | 46.87% | 28.93%+17.9pp | 71.31%-24.4pp | 81.00%-34.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,112 | $2,394-53.5% | $3,239-65.7% | $3,607-69.2% |
| Admin fee / account holder | $759 | $4,569-83.4% | $6,101-87.6% | $5,124-85.2% |