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 | $23,027 | $72,277-68.1% | $101,248-77.3% | $79,858-71.2% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 30.47% | 22.30%+8.2pp | 46.47%-16.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $2,371 | $2,692-11.9% | $3,660-35.2% | $2,471-4.0% |
| Participant deferral / active EE | $2,804 | $3,282-14.5% | $4,370-35.8% | $3,740-25.0% |
| Admin fee / account holder | $483 | $4,400-89.0% | $5,945-91.9% | $5,306-90.9% |