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 | $25,646 | $62,573-59.0% | $85,682-70.1% | $85,850-70.1% |
| Participation rate | 31.3% | 61.1%-29.8pp | 69.9%-38.5pp | 69.3%-38.0pp |
| Annual return | 17.94% | 23.77%-5.8pp | 21.49%-3.5pp | 318.53%-300.6pp |
| Employer contribution / active EE | $774 | $1,757-55.9% | $2,618-70.4% | $2,565-69.8% |
| Participant deferral / active EE | $1,958 | $2,802-30.1% | $3,923-50.1% | $3,952-50.4% |
| Admin fee / account holder | $2,132 | $4,640-54.1% | $6,873-69.0% | $6,260-65.9% |