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 | $33,717 | $80,968-58.4% | $96,544-65.1% | $75,163-55.1% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 16.06% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,223 | $2,282-46.4% | $2,965-58.7% | $2,670-54.2% |
| Participant deferral / active EE | $2,078 | $3,928-47.1% | $4,851-57.2% | $4,125-49.6% |
| Admin fee / account holder | $3,357 | $6,724-50.1% | $8,252-59.3% | $5,651-40.6% |