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 | $35,597 | $95,803-62.8% | $113,168-68.5% | $84,808-58.0% |
| Participation rate | 55.9% | 72.9%-17.0pp | 76.6%-20.7pp | 68.3%-12.4pp |
| Annual return | 16.96% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,188 | $2,360-49.7% | $2,975-60.1% | $2,631-54.8% |
| Participant deferral / active EE | $2,271 | $4,242-46.5% | $5,107-55.5% | $4,212-46.1% |
| Admin fee / account holder | $1,190 | $8,989-86.8% | $12,068-90.1% | $7,344-83.8% |