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 | $42,067 | $80,968-48.0% | $96,544-56.4% | $75,163-44.0% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 17.78% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,050 | $2,282-54.0% | $2,965-64.6% | $2,670-60.7% |
| Participant deferral / active EE | $2,380 | $3,928-39.4% | $4,851-50.9% | $4,125-42.3% |
| Admin fee / account holder | $1,728 | $6,724-74.3% | $8,252-79.1% | $5,651-69.4% |