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 | $32,636 | $83,902-61.1% | $167,512-80.5% | $84,808-61.5% |
| Participation rate | 57.1% | 66.5%-9.3pp | 77.1%-19.9pp | 68.3%-11.2pp |
| Annual return | 15.13% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $631 | $2,264-72.1% | $3,882-83.7% | $2,631-76.0% |
| Participant deferral / active EE | $2,315 | $4,442-47.9% | $6,405-63.9% | $4,212-45.0% |
| Admin fee / account holder | $8,604 | $7,915+8.7% | $9,769-11.9% | $7,344+17.2% |