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 9-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 | $33,358 | $78,672-57.6% | $109,143-69.4% | $85,850-61.1% |
| Participation rate | 68.2% | 68.3%-0.1pp | 75.9%-7.7pp | 69.3%-1.1pp |
| Annual return | 12.66% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,461 | $2,735-46.6% | $3,722-60.7% | $2,565-43.0% |
| Participant deferral / active EE | $2,697 | $3,467-22.2% | $4,653-42.0% | $3,952-31.8% |
| Admin fee / account holder | $789 | $5,469-85.6% | $6,752-88.3% | $6,260-87.4% |