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 9-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 | $31,500 | $81,460-61.3% | $103,333-69.5% | $80,856-61.0% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 11.22% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,279 | $3,105-58.8% | $3,868-66.9% | $2,755-53.6% |
| Participant deferral / active EE | $2,280 | $3,869-41.1% | $5,057-54.9% | $4,296-46.9% |
| Admin fee / account holder | $1,383 | $6,566-78.9% | $8,355-83.4% | $6,918-80.0% |