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 10-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 | $37,954 | $94,625-59.9% | $116,228-67.3% | $84,808-55.2% |
| Participation rate | 48.1% | 70.4%-22.3pp | 74.6%-26.4pp | 68.3%-20.2pp |
| Annual return | 18.46% | 20.40%-1.9pp | 90.06%-71.6pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,538 | $2,347-34.5% | $2,994-48.7% | $2,631-41.6% |
| Participant deferral / active EE | $2,836 | $3,972-28.6% | $4,953-42.7% | $4,212-32.7% |
| Admin fee / account holder | $6,849 | $10,091-32.1% | $11,989-42.9% | $7,344-6.7% |