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 8-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 | $53,421 | $60,022-11.0% | $88,946-39.9% | $84,808-37.0% |
| Participation rate | 44.0% | 57.8%-13.8pp | 68.8%-24.8pp | 68.3%-24.3pp |
| Annual return | 15.18% | 22.43%-7.3pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,580 | $1,703-7.2% | $2,555-38.2% | $2,631-40.0% |
| Participant deferral / active EE | $2,904 | $3,114-6.7% | $4,581-36.6% | $4,212-31.0% |
| Admin fee / account holder | $3,894 | $4,811-19.1% | $8,261-52.9% | $7,344-47.0% |