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 8-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 | $26,382 | $62,327-57.7% | $120,354-78.1% | $74,495-64.6% |
| Participation rate | 38.0% | 56.8%-18.8pp | 71.9%-34.0pp | 67.2%-29.2pp |
| Annual return | 14.42% | 18.61%-4.2pp | 107.15%-92.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,088 | $1,843-41.0% | $3,463-68.6% | $2,623-58.5% |
| Participant deferral / active EE | $1,708 | $2,893-41.0% | $4,991-65.8% | $4,346-60.7% |
| Admin fee / account holder | $3,214 | $2,396+34.1% | $9,423-65.9% | $1,942+65.5% |