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 | $66,945 | $74,927-10.7% | $101,794-34.2% | $84,808-21.1% |
| Participation rate | 38.9% | 61.4%-22.5pp | 69.2%-30.3pp | 68.3%-29.4pp |
| Annual return | 14.53% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $744 | $1,522-51.1% | $2,289-67.5% | $2,631-71.7% |
| Participant deferral / active EE | $2,273 | $3,099-26.7% | $4,084-44.3% | $4,212-46.0% |
| Admin fee / account holder | $8,371 | $6,514+28.5% | $8,777-4.6% | $7,344+14.0% |