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 | $38,370 | $60,022-36.1% | $88,946-56.9% | $84,808-54.8% |
| Participation rate | 51.7% | 57.8%-6.1pp | 68.8%-17.1pp | 68.3%-16.6pp |
| Annual return | 17.54% | 22.43%-4.9pp | 57.82%-40.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,110 | $1,703-34.8% | $2,555-56.6% | $2,631-57.8% |
| Participant deferral / active EE | $2,917 | $3,114-6.3% | $4,581-36.3% | $4,212-30.7% |
| Admin fee / account holder | $1,145 | $4,811-76.2% | $8,261-86.1% | $7,344-84.4% |