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 | $62,874 | $65,561-4.1% | $91,541-31.3% | $74,304-15.4% |
| Participation rate | 31.5% | 56.6%-25.1pp | 69.8%-38.3pp | 60.3%-28.9pp |
| Annual return | 21.06% | 17.68%+3.4pp | 20.50%+0.6pp | 29.43%-8.4pp |
| Employer contribution / active EE | $881 | $1,717-48.7% | $2,505-64.8% | $2,241-60.7% |
| Participant deferral / active EE | $1,567 | $2,918-46.3% | $4,008-60.9% | $3,767-58.4% |
| Admin fee / account holder | $827 | $3,333-75.2% | $6,956-88.1% | $2,969-72.1% |