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 3-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 | $43,710 | $51,576-15.3% | $129,207-66.2% | $80,856-45.9% |
| Participation rate | 32.6% | 57.0%-24.4pp | 69.6%-37.1pp | 67.6%-35.1pp |
| Annual return | 11.28% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,825 | $1,584+78.4% | $4,153-32.0% | $2,755+2.5% |
| Participant deferral / active EE | $1,663 | $2,669-37.7% | $4,168-60.1% | $4,296-61.3% |
| Admin fee / account holder | $887 | $4,305-79.4% | $7,715-88.5% | $6,918-87.2% |