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 5-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 | $34,659 | $64,839-46.5% | $95,585-63.7% | $84,808-59.1% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.5pp | 68.3%-6.8pp |
| Annual return | 16.70% | -670.96%+687.7pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,842 | $1,759+4.8% | $2,527-27.1% | $2,631-30.0% |
| Participant deferral / active EE | $3,579 | $2,965+20.7% | $4,023-11.0% | $4,212-15.0% |
| Admin fee / account holder | $9,890 | $5,964+65.8% | $6,127+61.4% | $7,344+34.7% |