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 | $35,248 | $60,022-41.3% | $88,946-60.4% | $84,808-58.4% |
| Participation rate | 47.9% | 57.8%-9.9pp | 68.8%-20.9pp | 68.3%-20.4pp |
| Annual return | 82.44% | 22.43%+60.0pp | 57.82%+24.6pp | 40.90%+41.5pp |
| Employer contribution / active EE | $1,859 | $1,703+9.2% | $2,555-27.2% | $2,631-29.3% |
| Participant deferral / active EE | $3,057 | $3,114-1.8% | $4,581-33.3% | $4,212-27.4% |
| Admin fee / account holder | $559 | $4,811-88.4% | $8,261-93.2% | $7,344-92.4% |