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 | $34,444 | $76,552-55.0% | $123,892-72.2% | $62,891-45.2% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,218 | $2,883-57.7% | $4,617-73.6% | $2,281-46.6% |
| Participant deferral / active EE | $2,413 | $4,840-50.2% | $5,984-59.7% | $3,203-24.7% |
| Admin fee / account holder | $5,557 | $4,826+15.1% | $8,357-33.5% | $4,296+29.4% |