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 | $37,115 | $66,098-43.8% | $101,794-63.5% | $74,304-50.0% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.2%-39.1pp | 60.3%-30.3pp |
| Annual return | 16.42% | 19.59%-3.2pp | 30.53%-14.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $817 | $1,082-24.5% | $2,289-64.3% | $2,241-63.6% |
| Participant deferral / active EE | $1,684 | $2,781-39.5% | $4,084-58.8% | $3,767-55.3% |
| Admin fee / account holder | $605 | $4,146-85.4% | $8,777-93.1% | $2,969-79.6% |