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 | $46,120 | $73,933-37.6% | $96,683-52.3% | $75,163-38.6% |
| Participation rate | 57.6% | 66.4%-8.8pp | 74.3%-16.7pp | 67.2%-9.6pp |
| Annual return | 17.24% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,700 | $2,928-41.9% | $3,737-54.5% | $2,670-36.3% |
| Participant deferral / active EE | $3,620 | $3,659-1.1% | $4,878-25.8% | $4,125-12.2% |
| Admin fee / account holder | $1,399 | $5,216-73.2% | $6,730-79.2% | $5,651-75.2% |