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 | $62,348 | $89,753-30.5% | $107,525-42.0% | $84,808-26.5% |
| Participation rate | 34.3% | 68.1%-33.8pp | 75.1%-40.8pp | 68.3%-34.0pp |
| Annual return | 15.71% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,078 | $3,113-65.4% | $3,754-71.3% | $2,631-59.0% |
| Participant deferral / active EE | $2,409 | $4,056-40.6% | $5,116-52.9% | $4,212-42.8% |
| Admin fee / account holder | $391 | $7,222-94.6% | $8,919-95.6% | $7,344-94.7% |