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 | $39,504 | $74,927-47.3% | $101,794-61.2% | $84,808-53.4% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.2%-32.1pp | 68.3%-31.3pp |
| Annual return | 18.90% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $845 | $1,522-44.5% | $2,289-63.1% | $2,631-67.9% |
| Participant deferral / active EE | $1,347 | $3,099-56.5% | $4,084-67.0% | $4,212-68.0% |
| Admin fee / account holder | $375 | $6,514-94.2% | $8,777-95.7% | $7,344-94.9% |