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 | $39,404 | $92,985-57.6% | $153,485-74.3% | $80,856-51.3% |
| Participation rate | 49.2% | 69.0%-19.8pp | 77.1%-27.9pp | 67.6%-18.5pp |
| Annual return | 13.12% | 19.95%-6.8pp | 15.65%-2.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,717 | $3,507-51.1% | $5,039-65.9% | $2,755-37.7% |
| Participant deferral / active EE | $3,063 | $5,178-40.8% | $6,757-54.7% | $4,296-28.7% |
| Admin fee / account holder | $3,253 | $8,880-63.4% | $12,724-74.4% | $6,918-53.0% |