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 9-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 | $35,970 | $81,460-55.8% | $103,333-65.2% | $80,856-55.5% |
| Participation rate | 55.0% | 66.8%-11.8pp | 74.5%-19.5pp | 67.6%-12.6pp |
| Annual return | 15.21% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,077 | $3,105-33.1% | $3,868-46.3% | $2,755-24.6% |
| Participant deferral / active EE | $4,502 | $3,869+16.4% | $5,057-11.0% | $4,296+4.8% |
| Admin fee / account holder | $4,279 | $6,566-34.8% | $8,355-48.8% | $6,918-38.2% |