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 | $75,906 | $95,803-20.8% | $113,168-32.9% | $84,808-10.5% |
| Participation rate | 35.1% | 72.9%-37.8pp | 76.6%-41.5pp | 68.3%-33.2pp |
| Annual return | 12.83% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,471 | $2,360-37.7% | $2,975-50.6% | $2,631-44.1% |
| Participant deferral / active EE | $3,505 | $4,242-17.4% | $5,107-31.4% | $4,212-16.8% |
| Admin fee / account holder | $5,507 | $8,989-38.7% | $12,068-54.4% | $7,344-25.0% |