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 8-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 | $54,536 | $60,022-9.1% | $88,946-38.7% | $84,808-35.7% |
| Participation rate | 26.3% | 57.8%-31.5pp | 68.8%-42.5pp | 68.3%-42.0pp |
| Annual return | 15.08% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $495 | $1,703-70.9% | $2,555-80.6% | $2,631-81.2% |
| Participant deferral / active EE | $1,775 | $3,114-43.0% | $4,581-61.3% | $4,212-57.9% |
| Admin fee / account holder | $920 | $4,811-80.9% | $8,261-88.9% | $7,344-87.5% |