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 | $74,962 | $78,705-4.8% | $117,854-36.4% | $70,131+6.9% |
| Participation rate | 69.0% | 73.2%-4.2pp | 79.7%-10.7pp | 69.5%-0.6pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,016 | $2,223-9.3% | $3,786-46.7% | $2,342-13.9% |
| Participant deferral / active EE | $3,492 | $3,297+5.9% | $4,482-22.1% | $3,332+4.8% |
| Admin fee / account holder | $4,871 | $5,065-3.8% | $8,020-39.3% | $4,645+4.8% |