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 | $89,223 | $96,484-7.5% | $156,263-42.9% | $74,304+20.1% |
| Participation rate | 55.6% | 67.7%-12.1pp | 78.9%-23.4pp | 60.3%-4.8pp |
| Annual return | 16.33% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,819 | $4,286+82.4% | $6,158+27.0% | $3,767+107.6% |
| Admin fee / account holder | $6,894 | $3,728+84.9% | $14,255-51.6% | $2,969+132.2% |