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 | $31,285 | $48,230-35.1% | $67,502-53.7% | $80,856-61.3% |
| Participation rate | 49.1% | 66.4%-17.3pp | 72.9%-23.8pp | 67.6%-18.5pp |
| Annual return | 16.67% | 18.28%-1.6pp | 3512.12%-3495.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $641 | $2,020-68.2% | $2,731-76.5% | $2,755-76.7% |
| Participant deferral / active EE | $1,118 | $2,924-61.8% | $4,000-72.0% | $4,296-74.0% |
| Admin fee / account holder | $1,985 | $3,681-46.1% | $3,998-50.4% | $6,918-71.3% |