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 6-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 | $33,386 | $73,933-54.8% | $96,683-65.5% | $75,163-55.6% |
| Participation rate | 27.3% | 66.4%-39.1pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 22.88% | 26.70%-3.8pp | 35.69%-12.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $900 | $2,928-69.2% | $3,737-75.9% | $2,670-66.3% |
| Participant deferral / active EE | $1,557 | $3,659-57.4% | $4,878-68.1% | $4,125-62.3% |
| Admin fee / account holder | $2,867 | $5,216-45.0% | $6,730-57.4% | $5,651-49.3% |