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 | $36,450 | $80,717-54.8% | $154,803-76.5% | $84,808-57.0% |
| Participation rate | 28.3% | 66.8%-38.6pp | 78.1%-49.8pp | 68.3%-40.1pp |
| Annual return | 14.01% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $901 | $2,761-67.4% | $4,305-79.1% | $2,631-65.7% |
| Participant deferral / active EE | $1,879 | $3,303-43.1% | $5,540-66.1% | $4,212-55.4% |
| Admin fee / account holder | $1,468 | $6,746-78.2% | $14,329-89.8% | $7,344-80.0% |