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 9-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 | $32,644 | $89,753-63.6% | $107,525-69.6% | $84,808-61.5% |
| Participation rate | 63.9% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.4pp |
| Annual return | 16.03% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $896 | $3,113-71.2% | $3,754-76.1% | $2,631-65.9% |
| Participant deferral / active EE | $4,269 | $4,056+5.3% | $5,116-16.5% | $4,212+1.4% |
| Admin fee / account holder | $1,831 | $7,222-74.7% | $8,919-79.5% | $7,344-75.1% |