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 | $33,495 | $81,460-58.9% | $103,333-67.6% | $80,856-58.6% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.6%-4.7pp |
| Annual return | 13.58% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,334 | $3,105-57.0% | $3,868-65.5% | $2,755-51.6% |
| Participant deferral / active EE | $2,759 | $3,869-28.7% | $5,057-45.5% | $4,296-35.8% |
| Admin fee / account holder | $1,275 | $6,566-80.6% | $8,355-84.7% | $6,918-81.6% |