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 | $37,535 | $57,354-34.6% | $83,848-55.2% | $64,186-41.5% |
| Participation rate | 62.7% | 68.6%-5.9pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | 6.96% | 11.38%-4.4pp | 850.88%-843.9pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,210 | $2,545-52.5% | $3,631-66.7% | $2,381-49.2% |
| Participant deferral / active EE | $2,123 | $2,993-29.1% | $4,082-48.0% | $3,470-38.8% |
| Admin fee / account holder | $811 | $4,046-80.0% | $5,478-85.2% | $4,888-83.4% |