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 | $37,978 | $57,016-33.4% | $84,966-55.3% | $80,856-53.0% |
| Participation rate | 60.9% | 56.3%+4.5pp | 67.5%-6.6pp | 67.6%-6.8pp |
| Annual return | 12.65% | 21.66%-9.0pp | 66.38%-53.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $994 | $1,798-44.7% | $2,727-63.6% | $2,755-63.9% |
| Participant deferral / active EE | $1,931 | $3,110-37.9% | $4,519-57.3% | $4,296-55.1% |
| Admin fee / account holder | $1,233 | $4,980-75.2% | $6,149-79.9% | $6,918-82.2% |