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 | $62,313 | $74,927-16.8% | $101,794-38.8% | $84,808-26.5% |
| Participation rate | 34.9% | 61.4%-26.5pp | 69.2%-34.3pp | 68.3%-33.4pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,858 | $1,522+22.1% | $2,289-18.8% | $2,631-29.4% |
| Participant deferral / active EE | $4,318 | $3,099+39.3% | $4,084+5.7% | $4,212+2.5% |
| Admin fee / account holder | $1,284 | $6,514-80.3% | $8,777-85.4% | $7,344-82.5% |