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 | $31,158 | $44,960-30.7% | $84,966-63.3% | $74,495-58.2% |
| Participation rate | 24.6% | 49.4%-24.7pp | 67.5%-42.9pp | 67.2%-42.6pp |
| Annual return | 35.64% | 26.24%+9.4pp | 66.38%-30.7pp | 1364.94%-1329.3pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,952 | $2,731-28.5% | $4,519-56.8% | $4,346-55.1% |
| Admin fee / account holder | $5,867 | $2,209+165.6% | $6,149-4.6% | $1,942+202.2% |