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 4-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 | $75,759 | $95,803-20.9% | $113,168-33.1% | $84,808-10.7% |
| Participation rate | 63.2% | 72.9%-9.7pp | 76.6%-13.4pp | 68.3%-5.2pp |
| Annual return | 16.59% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,886 | $2,360-20.1% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $4,397 | $4,242+3.7% | $5,107-13.9% | $4,212+4.4% |
| Admin fee / account holder | $17,089 | $8,989+90.1% | $12,068+41.6% | $7,344+132.7% |