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 3-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 | $49,537 | $74,927-33.9% | $101,794-51.3% | $84,808-41.6% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.2%-51.5pp | 68.3%-50.7pp |
| Annual return | 23.13% | 18.70%+4.4pp | 30.53%-7.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $964 | $1,522-36.6% | $2,289-57.9% | $2,631-63.3% |
| Participant deferral / active EE | $1,516 | $3,099-51.1% | $4,084-62.9% | $4,212-64.0% |
| Admin fee / account holder | $2,152 | $6,514-67.0% | $8,777-75.5% | $7,344-70.7% |