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 | $47,981 | $64,839-26.0% | $95,585-49.8% | $84,808-43.4% |
| Participation rate | 51.2% | 63.8%-12.6pp | 72.1%-20.9pp | 68.3%-17.1pp |
| Annual return | 19.47% | -670.96%+690.4pp | 38.56%-19.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,882 | $1,759+7.0% | $2,527-25.5% | $2,631-28.5% |
| Participant deferral / active EE | $3,116 | $2,965+5.1% | $4,023-22.5% | $4,212-26.0% |
| Admin fee / account holder | $517 | $5,964-91.3% | $6,127-91.6% | $7,344-93.0% |