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 | $27,242 | $79,944-65.9% | $98,439-72.3% | $75,163-63.8% |
| Participation rate | 41.0% | 70.4%-29.3pp | 75.2%-34.1pp | 67.2%-26.2pp |
| Annual return | 14.82% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,197 | $2,264-47.1% | $3,048-60.7% | $2,670-55.2% |
| Participant deferral / active EE | $1,961 | $3,752-47.7% | $4,738-58.6% | $4,125-52.5% |
| Admin fee / account holder | $7,316 | $6,840+7.0% | $8,948-18.2% | $5,651+29.5% |