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 3-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 | $29,432 | $71,050-58.6% | $93,606-68.6% | $80,856-63.6% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.6%-27.1pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,580 | $1,564+1.0% | $2,420-34.7% | $2,755-42.7% |
| Participant deferral / active EE | $2,192 | $4,034-45.7% | $4,411-50.3% | $4,296-49.0% |
| Admin fee / account holder | $2,970 | $6,945-57.2% | $8,285-64.2% | $6,918-57.1% |