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 7-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 | $55,105 | $80,717-31.7% | $154,803-64.4% | $84,808-35.0% |
| Participation rate | 37.8% | 66.8%-29.0pp | 78.1%-40.3pp | 68.3%-30.5pp |
| Annual return | 16.28% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $522 | $2,761-81.1% | $4,305-87.9% | $2,631-80.2% |
| Participant deferral / active EE | $1,455 | $3,303-56.0% | $5,540-73.7% | $4,212-65.5% |
| Admin fee / account holder | $6,224 | $6,746-7.7% | $14,329-56.6% | $7,344-15.2% |