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 | $44,252 | $101,724-56.5% | $164,813-73.2% | $80,856-45.3% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.1pp | 67.6%-22.2pp |
| Annual return | 15.58% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,564 | $2,953-47.1% | $4,341-64.0% | $2,755-43.2% |
| Participant deferral / active EE | $2,697 | $4,477-39.8% | $6,031-55.3% | $4,296-37.2% |
| Admin fee / account holder | $2,097 | $8,227-74.5% | $12,690-83.5% | $6,918-69.7% |