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 | $34,990 | $78,926-55.7% | $136,749-74.4% | $84,808-58.7% |
| Participation rate | 55.9% | 62.2%-6.3pp | 72.1%-16.2pp | 68.3%-12.4pp |
| Annual return | 14.39% | 18.17%-3.8pp | 24.33%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $998 | $2,134-53.2% | $3,400-70.6% | $2,631-62.1% |
| Participant deferral / active EE | $1,690 | $3,168-46.7% | $4,692-64.0% | $4,212-59.9% |
| Admin fee / account holder | $832 | $6,369-86.9% | $11,386-92.7% | $7,344-88.7% |