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 | $22,135 | $51,315-56.9% | $95,745-76.9% | $71,457-69.0% |
| Participation rate | 49.3% | 63.0%-13.8pp | 72.3%-23.0pp | 67.9%-18.7pp |
| Annual return | 23.54% | 25.26%-1.7pp | 28.35%-4.8pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,468 | $1,819-19.3% | $2,835-48.2% | $2,588-43.3% |
| Participant deferral / active EE | $2,480 | $3,358-26.1% | $4,245-41.6% | $4,289-42.2% |
| Admin fee / account holder | $2,539 | $1,137+123.3% | $5,678-55.3% | $1,587+60.0% |