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 | $29,501 | $65,041-54.6% | $90,951-67.6% | $79,858-63.1% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.0%-20.4pp | 69.6%-21.0pp |
| Annual return | 17.94% | 30.45%-12.5pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,312 | $1,247+5.2% | $2,122-38.2% | $2,471-46.9% |
| Participant deferral / active EE | $3,054 | $2,512+21.6% | $3,373-9.5% | $3,740-18.3% |
| Admin fee / account holder | $1,709 | $4,536-62.3% | $5,959-71.3% | $5,306-67.8% |