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 | $29,774 | $72,277-58.8% | $101,248-70.6% | $79,858-62.7% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 19.77% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,781 | $2,692-33.8% | $3,660-51.3% | $2,471-27.9% |
| Participant deferral / active EE | $1,618 | $3,282-50.7% | $4,370-63.0% | $3,740-56.7% |
| Admin fee / account holder | $414 | $4,400-90.6% | $5,945-93.0% | $5,306-92.2% |