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 9-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 | $21,191 | $52,279-59.5% | $89,391-76.3% | $79,858-73.5% |
| Participation rate | 54.5% | 57.5%-3.0pp | 68.0%-13.4pp | 69.6%-15.1pp |
| Annual return | 17.36% | 22.16%-4.8pp | 245.62%-228.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,006 | $1,572-36.0% | $2,586-61.1% | $2,471-59.3% |
| Participant deferral / active EE | $3,251 | $2,740+18.7% | $3,890-16.4% | $3,740-13.1% |
| Admin fee / account holder | $5,823 | $3,356+73.5% | $4,881+19.3% | $5,306+9.7% |