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 | $24,087 | $63,861-62.3% | $104,607-77.0% | $79,858-69.8% |
| Participation rate | 62.1% | 64.9%-2.9pp | 74.1%-12.0pp | 69.6%-7.6pp |
| Annual return | 29.43% | 21.30%+8.1pp | 340.46%-311.0pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,187 | $1,588-25.3% | $2,681-55.7% | $2,471-52.0% |
| Participant deferral / active EE | $2,026 | $2,693-24.8% | $3,740-45.8% | $3,740-45.8% |
| Admin fee / account holder | $1,468 | $4,185-64.9% | $6,473-77.3% | $5,306-72.3% |