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 6-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 | $41,992 | $42,886-2.1% | $88,946-52.8% | $85,563-50.9% |
| Participation rate | 36.2% | 37.9%-1.7pp | 68.8%-32.7pp | 66.0%-29.8pp |
| Annual return | 20.26% | 44.56%-24.3pp | 57.82%-37.6pp | 31.51%-11.3pp |
| Employer contribution / active EE | $748 | $1,147-34.8% | $2,555-70.7% | $2,654-71.8% |
| Participant deferral / active EE | $1,510 | $2,108-28.4% | $4,581-67.0% | $4,375-65.5% |
| Admin fee / account holder | $9,640 | $2,263+325.9% | $8,261+16.7% | $834+1055.6% |