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 | $58,874 | $74,927-21.4% | $101,794-42.2% | $84,808-30.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 17.48% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,396 | $1,522+57.4% | $2,289+4.7% | $2,631-8.9% |
| Participant deferral / active EE | $3,087 | $3,099-0.4% | $4,084-24.4% | $4,212-26.7% |
| Admin fee / account holder | $3,289 | $6,514-49.5% | $8,777-62.5% | $7,344-55.2% |