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 | $37,899 | $64,839-41.5% | $95,585-60.3% | $84,808-55.3% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.3%-10.6pp |
| Annual return | 23.24% | -670.96%+694.2pp | 38.56%-15.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,685 | $1,759-4.2% | $2,527-33.3% | $2,631-36.0% |
| Participant deferral / active EE | $1,810 | $2,965-38.9% | $4,023-55.0% | $4,212-57.0% |
| Admin fee / account holder | $1,735 | $5,964-70.9% | $6,127-71.7% | $7,344-76.4% |