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 | $30,819 | $60,892-49.4% | $82,389-62.6% | $84,808-63.7% |
| Participation rate | 63.5% | 63.3%+0.2pp | 69.5%-6.1pp | 68.3%-4.8pp |
| Annual return | 16.19% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,415 | $1,779-20.5% | $2,517-43.8% | $2,631-46.2% |
| Participant deferral / active EE | $2,263 | $3,179-28.8% | $4,155-45.5% | $4,212-46.3% |
| Admin fee / account holder | $2,585 | $5,467-52.7% | $7,231-64.3% | $7,344-64.8% |