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 7-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 | $39,546 | $70,428-43.8% | $96,562-59.0% | $85,850-53.9% |
| Participation rate | 40.4% | 61.8%-21.5pp | 69.8%-29.5pp | 69.3%-29.0pp |
| Annual return | 17.62% | 18.59%-1.0pp | 37.78%-20.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $944 | $1,413-33.2% | $2,356-60.0% | $2,565-63.2% |
| Participant deferral / active EE | $2,192 | $2,894-24.2% | $3,849-43.0% | $3,952-44.5% |
| Admin fee / account holder | $6,612 | $4,997+32.3% | $6,181+7.0% | $6,260+5.6% |