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 4-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 | $34,501 | $80,717-57.3% | $154,803-77.7% | $84,808-59.3% |
| Participation rate | 31.4% | 66.8%-35.4pp | 78.1%-46.7pp | 68.3%-36.9pp |
| Annual return | 18.11% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $374 | $2,761-86.5% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $943 | $3,303-71.5% | $5,540-83.0% | $4,212-77.6% |
| Admin fee / account holder | $3,423 | $6,746-49.3% | $14,329-76.1% | $7,344-53.4% |