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 | $36,070 | $57,016-36.7% | $84,966-57.5% | $80,856-55.4% |
| Participation rate | 44.6% | 56.3%-11.8pp | 67.5%-22.9pp | 67.6%-23.0pp |
| Annual return | 22.96% | 21.66%+1.3pp | 66.38%-43.4pp | 35.59%-12.6pp |
| Employer contribution / active EE | $1,567 | $1,798-12.8% | $2,727-42.6% | $2,755-43.1% |
| Participant deferral / active EE | $2,998 | $3,110-3.6% | $4,519-33.7% | $4,296-30.2% |
| Admin fee / account holder | $1,823 | $4,980-63.4% | $6,149-70.3% | $6,918-73.6% |