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 9-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 | $24,889 | $50,958-51.2% | $74,550-66.6% | $64,186-61.2% |
| Participation rate | 42.0% | 61.1%-19.1pp | 69.1%-27.1pp | 69.6%-27.6pp |
| Annual return | 214.82% | -1.86%+216.7pp | 32.53%+182.3pp | 7.63%+207.2pp |
| Employer contribution / active EE | $804 | $1,115-27.9% | $1,961-59.0% | $2,381-66.2% |
| Participant deferral / active EE | $2,186 | $2,301-5.0% | $3,108-29.7% | $3,470-37.0% |
| Admin fee / account holder | $1,293 | $4,223-69.4% | $5,060-74.4% | $4,888-73.6% |