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 | $53,033 | $67,606-21.6% | $82,313-35.6% | $70,131-24.4% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 15.25% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $546 | $1,755-68.9% | $2,428-77.5% | $2,342-76.7% |
| Participant deferral / active EE | $1,369 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $8,392 | $4,512+86.0% | $5,608+49.7% | $4,645+80.7% |