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 | $82,655 | $109,413-24.5% | $156,263-47.1% | $84,808-2.5% |
| Participation rate | 65.9% | 72.7%-6.8pp | 78.9%-13.1pp | 68.3%-2.5pp |
| Annual return | 15.10% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,390 | $2,907-52.2% | $4,333-67.9% | $2,631-47.2% |
| Participant deferral / active EE | $3,010 | $4,590-34.4% | $6,158-51.1% | $4,212-28.5% |
| Admin fee / account holder | $518 | $9,357-94.5% | $14,255-96.4% | $7,344-92.9% |