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 3-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 | $13,820 | $61,272-77.4% | $149,673-90.8% | $71,457-80.7% |
| Participation rate | 28.6% | 62.5%-33.9pp | 78.8%-50.2pp | 67.9%-39.3pp |
| Annual return | 20.83% | 35.85%-15.0pp | 134.42%-113.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $853 | $2,378-64.1% | $4,818-82.3% | $2,588-67.0% |
| Participant deferral / active EE | $1,779 | $2,917-39.0% | $5,680-68.7% | $4,289-58.5% |
| Admin fee / account holder | $1,636 | $1,261+29.7% | $13,210-87.6% | $1,587+3.1% |