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 8-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 | $59,277 | $73,933-19.8% | $96,683-38.7% | $75,163-21.1% |
| Participation rate | 19.0% | 66.4%-47.4pp | 74.3%-55.3pp | 67.2%-48.1pp |
| Annual return | 13.97% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $748 | $2,928-74.5% | $3,737-80.0% | $2,670-72.0% |
| Participant deferral / active EE | $1,947 | $3,659-46.8% | $4,878-60.1% | $4,125-52.8% |
| Admin fee / account holder | $10,321 | $5,216+97.9% | $6,730+53.4% | $5,651+82.6% |