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 | $34,430 | $80,673-57.3% | $101,326-66.0% | $84,808-59.4% |
| Participation rate | 68.0% | 77.8%-9.8pp | 81.5%-13.5pp | 68.3%-0.3pp |
| Annual return | 17.50% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,020 | $2,698-62.2% | $3,665-72.2% | $2,631-61.2% |
| Participant deferral / active EE | $3,680 | $6,840-46.2% | $7,994-54.0% | $4,212-12.6% |
| Admin fee / account holder | $3,487 | $12,784-72.7% | $11,185-68.8% | $7,344-52.5% |