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 | $70,332 | $95,803-26.6% | $113,168-37.9% | $84,808-17.1% |
| Participation rate | 51.2% | 72.9%-21.7pp | 76.6%-25.4pp | 68.3%-17.1pp |
| Annual return | 14.10% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,423 | $2,360-39.7% | $2,975-52.2% | $2,631-45.9% |
| Participant deferral / active EE | $2,977 | $4,242-29.8% | $5,107-41.7% | $4,212-29.3% |
| Admin fee / account holder | $2,755 | $8,989-69.4% | $12,068-77.2% | $7,344-62.5% |