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 | $17,063 | $24,730-31.0% | $66,042-74.2% | $84,808-79.9% |
| Participation rate | 61.2% | 68.1%-6.9pp | 67.5%-6.3pp | 68.3%-7.1pp |
| Annual return | 14.38% | 79.55%-65.2pp | 52.11%-37.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,281 | $857+49.6% | $1,579-18.9% | $2,631-51.3% |
| Participant deferral / active EE | $4,336 | $1,737+149.6% | $2,835+52.9% | $4,212+3.0% |
| Admin fee / account holder | $1,183 | $3,014-60.7% | $5,747-79.4% | $7,344-83.9% |