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 6-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 | $33,169 | $74,927-55.7% | $101,794-67.4% | $84,808-60.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 18.47% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,499 | $1,522-1.5% | $2,289-34.5% | $2,631-43.0% |
| Participant deferral / active EE | $2,204 | $3,099-28.9% | $4,084-46.0% | $4,212-47.7% |
| Admin fee / account holder | $6,489 | $6,514-0.4% | $8,777-26.1% | $7,344-11.6% |