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 | $54,466 | $89,753-39.3% | $107,525-49.3% | $84,808-35.8% |
| Participation rate | 49.1% | 68.1%-18.9pp | 75.1%-26.0pp | 68.3%-19.2pp |
| Annual return | 20.54% | 29.48%-8.9pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,523 | $3,113-51.1% | $3,754-59.4% | $2,631-42.1% |
| Participant deferral / active EE | $3,174 | $4,056-21.8% | $5,116-38.0% | $4,212-24.6% |
| Admin fee / account holder | $3,434 | $7,222-52.4% | $8,919-61.5% | $7,344-53.2% |