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 9-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 | $61,387 | $81,248-24.4% | $155,509-60.5% | $80,856-24.1% |
| Participation rate | 39.0% | 66.2%-27.2pp | 78.2%-39.2pp | 67.6%-28.6pp |
| Annual return | 14.06% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,177 | $3,100-62.0% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $2,329 | $3,452-32.5% | $5,626-58.6% | $4,296-45.8% |
| Admin fee / account holder | $13,752 | $7,997+72.0% | $15,912-13.6% | $6,918+98.8% |