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 | $35,163 | $69,362-49.3% | $101,248-65.3% | $73,488-52.2% |
| Participation rate | 40.8% | 68.4%-27.6pp | 75.8%-35.0pp | 70.7%-29.8pp |
| Annual return | 11.55% | 18.46%-6.9pp | 46.47%-34.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,288 | $2,628-51.0% | $3,660-64.8% | $2,270-43.3% |
| Participant deferral / active EE | $1,720 | $3,300-47.9% | $4,370-60.7% | $3,740-54.0% |
| Admin fee / account holder | $5,256 | $704+647.1% | $5,945-11.6% | $513+924.4% |