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 | $41,165 | $109,881-62.5% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 65.0% | 76.1%-11.1pp | 82.3%-17.3pp | 68.3%-3.3pp |
| Annual return | 20.15% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,615 | $3,561-26.6% | $4,693-44.3% | $2,631-0.6% |
| Participant deferral / active EE | $5,297 | $6,636-20.2% | $7,997-33.8% | $4,212+25.8% |
| Admin fee / account holder | $4,277 | $8,568-50.1% | $13,435-68.2% | $7,344-41.8% |