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 | $36,263 | $57,016-36.4% | $84,966-57.3% | $80,856-55.2% |
| Participation rate | 14.3% | 56.3%-42.1pp | 67.5%-53.2pp | 67.6%-53.4pp |
| Annual return | 16.87% | 21.66%-4.8pp | 66.38%-49.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,687 | $3,110-45.8% | $4,519-62.7% | $4,296-60.7% |
| Admin fee / account holder | $10,016 | $4,980+101.1% | $6,149+62.9% | $6,918+44.8% |