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 | $59,362 | $70,669-16.0% | $169,368-65.0% | $75,163-21.0% |
| Participation rate | 44.0% | 64.8%-20.8pp | 77.1%-33.1pp | 67.2%-23.2pp |
| Annual return | 16.65% | 36.36%-19.7pp | 405.60%-388.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,229 | $2,211-44.4% | $4,013-69.4% | $2,670-54.0% |
| Participant deferral / active EE | $3,204 | $4,311-25.7% | $6,221-48.5% | $4,125-22.3% |
| Admin fee / account holder | $471 | $5,402-91.3% | $9,003-94.8% | $5,651-91.7% |