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 | $41,627 | $109,881-62.1% | $150,045-72.3% | $84,808-50.9% |
| Participation rate | 60.4% | 76.1%-15.7pp | 82.3%-21.9pp | 68.3%-7.9pp |
| Annual return | 31.29% | 28.25%+3.0pp | 62.55%-31.3pp | 40.90%-9.6pp |
| Employer contribution / active EE | $2,140 | $3,561-39.9% | $4,693-54.4% | $2,631-18.7% |
| Participant deferral / active EE | $4,430 | $6,636-33.2% | $7,997-44.6% | $4,212+5.2% |
| Admin fee / account holder | $1,633 | $8,568-80.9% | $13,435-87.8% | $7,344-77.8% |