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 | $31,954 | $110,257-71.0% | $96,544-66.9% | $139,434-77.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 19.78% | 26.32%-6.5pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,337 | $5,548+14.2% | $4,851+30.6% | $6,710-5.6% |
| Admin fee / account holder | $7,972 | $11,591-31.2% | $8,252-3.4% | $11,403-30.1% |