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 8-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 | $27,461 | $93,571-70.7% | $135,903-79.8% | $75,163-63.5% |
| Participation rate | 68.6% | 75.2%-6.6pp | 81.9%-13.3pp | 67.2%+1.4pp |
| Annual return | 37.35% | 30.90%+6.4pp | 68.23%-30.9pp | 160.62%-123.3pp |
| Employer contribution / active EE | $1,131 | $3,537-68.0% | $4,856-76.7% | $2,670-57.7% |
| Participant deferral / active EE | $3,013 | $6,404-52.9% | $7,758-61.2% | $4,125-27.0% |
| Admin fee / account holder | $3,333 | $6,975-52.2% | $10,762-69.0% | $5,651-41.0% |