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 | $31,553 | $80,724-60.9% | $103,333-69.5% | $74,495-57.6% |
| Participation rate | 36.9% | 65.7%-28.7pp | 74.5%-37.6pp | 67.2%-30.3pp |
| Annual return | 16.11% | 27.56%-11.5pp | 24.88%-8.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,382 | $3,157-56.2% | $3,868-64.3% | $2,623-47.3% |
| Participant deferral / active EE | $2,821 | $3,860-26.9% | $5,057-44.2% | $4,346-35.1% |
| Admin fee / account holder | $3,690 | $2,368+55.8% | $8,355-55.8% | $1,942+90.0% |