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 | $35,521 | $56,317-36.9% | $71,209-50.1% | $74,304-52.2% |
| Participation rate | 35.5% | 55.1%-19.6pp | 73.8%-38.2pp | 60.3%-24.8pp |
| Annual return | 13.24% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,306 | $2,788-53.1% | $4,175-68.7% | $3,767-65.3% |
| Admin fee / account holder | $3,903 | $2,290+70.4% | $5,349-27.0% | $2,969+31.5% |