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 4-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 | $45,293 | $68,547-33.9% | $120,354-62.4% | $80,856-44.0% |
| Participation rate | 36.0% | 61.6%-25.6pp | 71.9%-35.9pp | 67.6%-31.6pp |
| Annual return | 17.19% | 23.60%-6.4pp | 107.15%-90.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $898 | $2,051-56.2% | $3,463-74.1% | $2,755-67.4% |
| Participant deferral / active EE | $3,489 | $3,173+10.0% | $4,991-30.1% | $4,296-18.8% |
| Admin fee / account holder | $715 | $5,732-87.5% | $9,423-92.4% | $6,918-89.7% |