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 | $31,182 | $89,753-65.3% | $107,525-71.0% | $84,808-63.2% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 20.10% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,574 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $2,368 | $4,056-41.6% | $5,116-53.7% | $4,212-43.8% |
| Admin fee / account holder | $1,500 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |