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 6-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 | $31,279 | $60,892-48.6% | $82,389-62.0% | $84,808-63.1% |
| Participation rate | 33.3% | 63.3%-29.9pp | 69.5%-36.2pp | 68.3%-35.0pp |
| Annual return | 15.30% | 37.29%-22.0pp | 28.67%-13.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,208 | $1,779-32.1% | $2,517-52.0% | $2,631-54.1% |
| Participant deferral / active EE | $2,788 | $3,179-12.3% | $4,155-32.9% | $4,212-33.8% |
| Admin fee / account holder | $6,971 | $5,467+27.5% | $7,231-3.6% | $7,344-5.1% |