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 | $38,625 | $89,753-57.0% | $107,525-64.1% | $84,808-54.5% |
| Participation rate | 46.3% | 68.1%-21.8pp | 75.1%-28.8pp | 68.3%-22.0pp |
| Annual return | 14.57% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,353 | $3,113-56.5% | $3,754-63.9% | $2,631-48.6% |
| Participant deferral / active EE | $3,357 | $4,056-17.2% | $5,116-34.4% | $4,212-20.3% |
| Admin fee / account holder | $1,876 | $7,222-74.0% | $8,919-79.0% | $7,344-74.5% |