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 8-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 | $50,104 | $80,717-37.9% | $154,803-67.6% | $84,808-40.9% |
| Participation rate | 39.4% | 66.8%-27.4pp | 78.1%-38.7pp | 68.3%-28.9pp |
| Annual return | 14.65% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $534 | $2,761-80.6% | $4,305-87.6% | $2,631-79.7% |
| Participant deferral / active EE | $2,225 | $3,303-32.6% | $5,540-59.8% | $4,212-47.2% |
| Admin fee / account holder | $3,320 | $6,746-50.8% | $14,329-76.8% | $7,344-54.8% |