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 | $70,435 | $71,050-0.9% | $93,606-24.8% | $80,856-12.9% |
| Participation rate | 44.3% | 60.4%-16.1pp | 68.7%-24.4pp | 67.6%-23.3pp |
| Annual return | 13.95% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,227 | $1,564-21.5% | $2,420-49.3% | $2,755-55.4% |
| Participant deferral / active EE | $2,083 | $4,034-48.4% | $4,411-52.8% | $4,296-51.5% |
| Admin fee / account holder | $7,164 | $6,945+3.2% | $8,285-13.5% | $6,918+3.6% |