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 | $48,267 | $110,502-56.3% | $80,716-40.2% | $167,490-71.2% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.2pp |
| Annual return | 8.03% | 120.54%-112.5pp | 87.28%-79.2pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,273 | $1,543-17.5% | $1,160+9.8% | $4,837-73.7% |
| Participant deferral / active EE | $2,785 | $2,871-3.0% | $2,146+29.8% | $6,341-56.1% |
| Admin fee / account holder | $417 | $4,545-90.8% | $3,380-87.7% | $12,309-96.6% |