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 | $33,216 | $94,625-64.9% | $116,228-71.4% | $84,808-60.8% |
| Participation rate | 40.6% | 70.4%-29.8pp | 74.6%-33.9pp | 68.3%-27.7pp |
| Annual return | 17.54% | 20.40%-2.9pp | 90.06%-72.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,415 | $2,347-39.7% | $2,994-52.7% | $2,631-46.2% |
| Participant deferral / active EE | $2,364 | $3,972-40.5% | $4,953-52.3% | $4,212-43.9% |
| Admin fee / account holder | $2,341 | $10,091-76.8% | $11,989-80.5% | $7,344-68.1% |