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 | $39,700 | $53,516-25.8% | $126,539-68.6% | $84,808-53.2% |
| Participation rate | 58.3% | 58.2%+0.1pp | 69.8%-11.5pp | 68.3%-10.0pp |
| Annual return | 17.55% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $510 | $1,535-66.8% | $3,674-86.1% | $2,631-80.6% |
| Participant deferral / active EE | $2,344 | $2,671-12.2% | $4,083-42.6% | $4,212-44.3% |
| Admin fee / account holder | $1,117 | $4,497-75.2% | $6,065-81.6% | $7,344-84.8% |