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 | $64,747 | $86,929-25.5% | $102,423-36.8% | $80,856-19.9% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.6%-33.2pp |
| Annual return | 21.11% | 18.88%+2.2pp | 29.32%-8.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,140 | $2,369-51.9% | $3,023-62.3% | $2,755-58.6% |
| Participant deferral / active EE | $2,428 | $4,118-41.0% | $5,053-51.9% | $4,296-43.5% |
| Admin fee / account holder | $8,521 | $8,049+5.9% | $9,451-9.8% | $6,918+23.2% |