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 | $42,888 | $94,625-54.7% | $116,228-63.1% | $84,808-49.4% |
| Participation rate | 38.8% | 70.4%-31.7pp | 74.6%-35.8pp | 68.3%-29.5pp |
| Annual return | 14.26% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,046 | $2,347-55.4% | $2,994-65.1% | $2,631-60.2% |
| Participant deferral / active EE | $4,122 | $3,972+3.8% | $4,953-16.8% | $4,212-2.1% |
| Admin fee / account holder | $4,101 | $10,091-59.4% | $11,989-65.8% | $7,344-44.2% |