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 7-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 | $38,749 | $71,050-45.5% | $93,606-58.6% | $80,856-52.1% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 13.46% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $838 | $1,564-46.4% | $2,420-65.4% | $2,755-69.6% |
| Participant deferral / active EE | $2,436 | $4,034-39.6% | $4,411-44.8% | $4,296-43.3% |
| Admin fee / account holder | $5,373 | $6,945-22.6% | $8,285-35.1% | $6,918-22.3% |