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 | $53,859 | $122,239-55.9% | $184,203-70.8% | $74,495-27.7% |
| Participation rate | 34.3% | 85.5%-51.1pp | 86.8%-52.5pp | 67.2%-32.9pp |
| Annual return | 15.77% | 19.95%-4.2pp | 28.81%-13.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,934 | $4,537-57.4% | $6,427-69.9% | $2,623-26.3% |
| Participant deferral / active EE | $4,116 | $7,139-42.3% | $9,131-54.9% | $4,346-5.3% |
| Admin fee / account holder | $11,532 | $1,260+815.5% | $13,901-17.0% | $1,942+493.9% |