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 7-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 | $20,492 | $56,317-63.6% | $71,209-71.2% | $74,304-72.4% |
| Participation rate | 37.7% | 55.1%-17.5pp | 73.8%-36.1pp | 60.3%-22.7pp |
| Annual return | 15.88% | 42.83%-26.9pp | 282.51%-266.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,274 | $2,160-41.0% | $2,721-53.2% | $2,241-43.1% |
| Participant deferral / active EE | $2,451 | $2,788-12.1% | $4,175-41.3% | $3,767-34.9% |
| Admin fee / account holder | $3,703 | $2,290+61.7% | $5,349-30.8% | $2,969+24.7% |