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 | $76,823 | $109,413-29.8% | $156,263-50.8% | $84,808-9.4% |
| Participation rate | 47.7% | 72.7%-25.0pp | 78.9%-31.2pp | 68.3%-20.6pp |
| Annual return | 16.56% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,481 | $2,907-49.1% | $4,333-65.8% | $2,631-43.7% |
| Participant deferral / active EE | $3,458 | $4,590-24.7% | $6,158-43.8% | $4,212-17.9% |
| Admin fee / account holder | $2,326 | $9,357-75.1% | $14,255-83.7% | $7,344-68.3% |