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 3-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 | $41,525 | $95,803-56.7% | $113,168-63.3% | $84,808-51.0% |
| Participation rate | 36.1% | 72.9%-36.8pp | 76.6%-40.5pp | 68.3%-32.2pp |
| Annual return | 19.63% | 25.00%-5.4pp | 24.27%-4.6pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,227 | $2,360-48.0% | $2,975-58.7% | $2,631-53.4% |
| Participant deferral / active EE | $3,175 | $4,242-25.2% | $5,107-37.8% | $4,212-24.6% |
| Admin fee / account holder | $607 | $8,989-93.3% | $12,068-95.0% | $7,344-91.7% |