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 6-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 | $41,480 | $109,881-62.3% | $150,045-72.4% | $84,808-51.1% |
| Participation rate | 46.5% | 76.1%-29.6pp | 82.3%-35.8pp | 68.3%-21.8pp |
| Annual return | 14.68% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $882 | $3,561-75.2% | $4,693-81.2% | $2,631-66.5% |
| Participant deferral / active EE | $2,962 | $6,636-55.4% | $7,997-63.0% | $4,212-29.7% |
| Admin fee / account holder | $7,493 | $8,568-12.5% | $13,435-44.2% | $7,344+2.0% |