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 | $10,791 | $37,426-71.2% | $77,482-86.1% | $79,858-86.5% |
| Participation rate | 63.0% | 41.5%+21.5pp | 54.2%+8.8pp | 69.6%-6.7pp |
| Annual return | 12.69% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $339 | $637-46.7% | $986-65.6% | $2,471-86.3% |
| Participant deferral / active EE | $999 | $1,260-20.7% | $1,861-46.3% | $3,740-73.3% |
| Admin fee / account holder | $2,872 | $2,504+14.7% | $2,858+0.5% | $5,306-45.9% |