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 | $41,297 | $81,208-49.1% | $98,907-58.2% | $79,858-48.3% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 18.76% | 60.99%-42.2pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,235 | $1,960-37.0% | $2,689-54.1% | $2,471-50.0% |
| Participant deferral / active EE | $2,250 | $3,265-31.1% | $4,244-47.0% | $3,740-39.8% |
| Admin fee / account holder | $2,542 | $6,013-57.7% | $6,642-61.7% | $5,306-52.1% |