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 | $75,783 | $80,717-6.1% | $154,803-51.0% | $84,808-10.6% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 19.02% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,599 | $2,761-42.1% | $4,305-62.9% | $2,631-39.2% |
| Participant deferral / active EE | $4,811 | $3,303+45.7% | $5,540-13.2% | $4,212+14.2% |
| Admin fee / account holder | $780 | $6,746-88.4% | $14,329-94.6% | $7,344-89.4% |