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 | $75,446 | $78,926-4.4% | $136,749-44.8% | $84,808-11.0% |
| Participation rate | 35.9% | 62.2%-26.3pp | 72.1%-36.2pp | 68.3%-32.4pp |
| Annual return | 16.06% | 18.17%-2.1pp | 24.33%-8.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $766 | $2,134-64.1% | $3,400-77.5% | $2,631-70.9% |
| Participant deferral / active EE | $2,806 | $3,168-11.4% | $4,692-40.2% | $4,212-33.4% |
| Admin fee / account holder | $4,073 | $6,369-36.1% | $11,386-64.2% | $7,344-44.5% |