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 | $44,034 | $49,922-11.8% | $80,569-45.3% | $75,163-41.4% |
| Participation rate | 57.1% | 55.3%+1.8pp | 67.0%-9.9pp | 67.2%-10.0pp |
| Annual return | 19.84% | 34.69%-14.8pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,179 | $1,698-30.6% | $2,723-56.7% | $2,670-55.8% |
| Participant deferral / active EE | $3,911 | $2,990+30.8% | $4,447-12.1% | $4,125-5.2% |
| Admin fee / account holder | $2,498 | $3,577-30.2% | $5,377-53.5% | $5,651-55.8% |