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 | $33,079 | $81,460-59.4% | $103,333-68.0% | $80,856-59.1% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,562 | $3,105-49.7% | $3,868-59.6% | $2,755-43.3% |
| Participant deferral / active EE | $3,843 | $3,869-0.7% | $5,057-24.0% | $4,296-10.5% |
| Admin fee / account holder | $3,752 | $6,566-42.9% | $8,355-55.1% | $6,918-45.8% |