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 5-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 | $72,422 | $148,978-51.4% | $200,582-63.9% | $84,808-14.6% |
| Participation rate | 48.6% | 84.2%-35.7pp | 86.9%-38.3pp | 68.3%-19.7pp |
| Annual return | 18.38% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $8,736 | $4,815+81.4% | $6,419+36.1% | $2,631+232.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $308 | $13,977-97.8% | $16,305-98.1% | $7,344-95.8% |