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 | $36,590 | $64,119-42.9% | $112,228-67.4% | $66,914-45.3% |
| Participation rate | 63.6% | 68.5%-4.9pp | 75.1%-11.5pp | 69.8%-6.3pp |
| Annual return | 0.40% | -13.81%+14.2pp | 27.45%-27.1pp | 1.58%-1.2pp |
| Employer contribution / active EE | $2,944 | $3,005-2.0% | $3,635-19.0% | $2,544+15.7% |
| Participant deferral / active EE | $4,603 | $3,693+24.6% | $4,728-2.6% | $4,237+8.6% |
| Admin fee / account holder | $1,271 | $625+103.3% | $6,410-80.2% | $593+114.2% |