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 | $28,609 | $73,933-61.3% | $96,683-70.4% | $75,163-61.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 18.28% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,341 | $2,928-54.2% | $3,737-64.1% | $2,670-49.8% |
| Participant deferral / active EE | $1,539 | $3,659-57.9% | $4,878-68.5% | $4,125-62.7% |
| Admin fee / account holder | $8,870 | $5,216+70.1% | $6,730+31.8% | $5,651+57.0% |