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 6-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 | $83,416 | $109,413-23.8% | $156,263-46.6% | $84,808-1.6% |
| Participation rate | 50.9% | 72.7%-21.7pp | 78.9%-28.0pp | 68.3%-17.4pp |
| Annual return | 18.85% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $855 | $2,907-70.6% | $4,333-80.3% | $2,631-67.5% |
| Participant deferral / active EE | $6,367 | $4,590+38.7% | $6,158+3.4% | $4,212+51.2% |
| Admin fee / account holder | $2,137 | $9,357-77.2% | $14,255-85.0% | $7,344-70.9% |