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 | $43,334 | $65,365-33.7% | $92,893-53.4% | $72,985-40.6% |
| Participation rate | 51.8% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.7pp |
| Annual return | 22.37% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,397 | $2,594-46.2% | $3,653-61.8% | $2,440-42.7% |
| Participant deferral / active EE | $2,391 | $3,128-23.6% | $4,236-43.6% | $3,607-33.7% |
| Admin fee / account holder | $4,994 | $4,251+17.5% | $5,794-13.8% | $5,124-2.6% |