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 | $42,443 | $59,097-28.2% | $82,389-48.5% | $74,304-42.9% |
| Participation rate | 51.0% | 52.8%-1.8pp | 69.5%-18.6pp | 60.3%-9.4pp |
| Annual return | 18.82% | 22.85%-4.0pp | 28.67%-9.9pp | 29.43%-10.6pp |
| Employer contribution / active EE | $616 | $1,601-61.5% | $2,517-75.5% | $2,241-72.5% |
| Participant deferral / active EE | $1,166 | $2,775-58.0% | $4,155-71.9% | $3,767-69.1% |
| Admin fee / account holder | $1,404 | $4,489-68.7% | $7,231-80.6% | $2,969-52.7% |