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 7-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 | $32,452 | $73,933-56.1% | $96,683-66.4% | $75,163-56.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 74.3%-39.9pp | 67.2%-32.7pp |
| Annual return | 18.35% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,362 | $2,928-53.5% | $3,737-63.6% | $2,670-49.0% |
| Participant deferral / active EE | $2,227 | $3,659-39.1% | $4,878-54.3% | $4,125-46.0% |
| Admin fee / account holder | $614 | $5,216-88.2% | $6,730-90.9% | $5,651-89.1% |