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 | $47,010 | $60,022-21.7% | $88,946-47.1% | $84,808-44.6% |
| Participation rate | 46.9% | 57.8%-11.0pp | 68.8%-22.0pp | 68.3%-21.4pp |
| Annual return | 19.92% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,729 | $1,703+1.5% | $2,555-32.3% | $2,631-34.3% |
| Participant deferral / active EE | $3,973 | $3,114+27.6% | $4,581-13.3% | $4,212-5.7% |
| Admin fee / account holder | $7,813 | $4,811+62.4% | $8,261-5.4% | $7,344+6.4% |