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 | $34,473 | $54,705-37.0% | $71,209-51.6% | $84,808-59.4% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.8%-10.1pp | 68.3%-4.7pp |
| Annual return | 22.59% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $819 | $2,158-62.1% | $2,721-69.9% | $2,631-68.9% |
| Participant deferral / active EE | $2,212 | $3,030-27.0% | $4,175-47.0% | $4,212-47.5% |
| Admin fee / account holder | $441 | $4,863-90.9% | $5,349-91.8% | $7,344-94.0% |