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 | $45,924 | $101,724-54.9% | $164,813-72.1% | $80,856-43.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 12.46% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $864 | $2,953-70.8% | $4,341-80.1% | $2,755-68.7% |
| Participant deferral / active EE | $3,110 | $4,477-30.5% | $6,031-48.4% | $4,296-27.6% |
| Admin fee / account holder | $3,063 | $8,227-62.8% | $12,690-75.9% | $6,918-55.7% |