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 4-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 | $39,125 | $77,314-49.4% | $177,989-78.0% | $80,856-51.6% |
| Participation rate | 30.9% | 65.7%-34.8pp | 77.1%-46.2pp | 67.6%-36.8pp |
| Annual return | 13.94% | 18.09%-4.2pp | 294.48%-280.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $780 | $2,292-65.9% | $3,949-80.2% | $2,755-71.7% |
| Participant deferral / active EE | $2,230 | $4,411-49.4% | $6,276-64.5% | $4,296-48.1% |
| Admin fee / account holder | $12,369 | $7,191+72.0% | $10,363+19.4% | $6,918+78.8% |