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 | $28,480 | $71,050-59.9% | $93,606-69.6% | $80,856-64.8% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 13.92% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $752 | $1,564-51.9% | $2,420-68.9% | $2,755-72.7% |
| Participant deferral / active EE | $1,816 | $4,034-55.0% | $4,411-58.8% | $4,296-57.7% |
| Admin fee / account holder | $3,545 | $6,945-49.0% | $8,285-57.2% | $6,918-48.8% |