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 | $38,353 | $64,839-40.8% | $95,585-59.9% | $84,808-54.8% |
| Participation rate | 60.5% | 63.8%-3.3pp | 72.1%-11.5pp | 68.3%-7.8pp |
| Annual return | 15.75% | -670.96%+686.7pp | 38.56%-22.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,296 | $1,759-26.3% | $2,527-48.7% | $2,631-50.7% |
| Participant deferral / active EE | $2,314 | $2,965-22.0% | $4,023-42.5% | $4,212-45.1% |
| Admin fee / account holder | $1,673 | $5,964-71.9% | $6,127-72.7% | $7,344-77.2% |