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 6-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 | $36,164 | $73,933-51.1% | $96,683-62.6% | $75,163-51.9% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 13.41% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,844 | $2,928-2.9% | $3,737-23.9% | $2,670+6.5% |
| Participant deferral / active EE | $4,755 | $3,659+30.0% | $4,878-2.5% | $4,125+15.3% |
| Admin fee / account holder | $23,549 | $5,216+351.5% | $6,730+249.9% | $5,651+316.7% |