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 | $34,928 | $89,753-61.1% | $107,525-67.5% | $84,808-58.8% |
| Participation rate | 34.6% | 68.1%-33.4pp | 75.1%-40.5pp | 68.3%-33.7pp |
| Annual return | 17.77% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $836 | $3,113-73.1% | $3,754-77.7% | $2,631-68.2% |
| Participant deferral / active EE | $2,074 | $4,056-48.9% | $5,116-59.5% | $4,212-50.8% |
| Admin fee / account holder | $5,156 | $7,222-28.6% | $8,919-42.2% | $7,344-29.8% |