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 7-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 | $25,867 | $68,719-62.4% | $91,541-71.7% | $84,808-69.5% |
| Participation rate | 27.8% | 64.5%-36.7pp | 69.8%-41.9pp | 68.3%-40.5pp |
| Annual return | 15.38% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $732 | $1,920-61.9% | $2,505-70.8% | $2,631-72.2% |
| Participant deferral / active EE | $2,221 | $3,136-29.2% | $4,008-44.6% | $4,212-47.3% |
| Admin fee / account holder | $3,032 | $5,786-47.6% | $6,956-56.4% | $7,344-58.7% |