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 | $39,493 | $95,803-58.8% | $113,168-65.1% | $84,808-53.4% |
| Participation rate | 45.2% | 72.9%-27.6pp | 76.6%-31.3pp | 68.3%-23.1pp |
| Annual return | 16.44% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,800 | $2,360-23.7% | $2,975-39.5% | $2,631-31.6% |
| Participant deferral / active EE | $3,730 | $4,242-12.1% | $5,107-27.0% | $4,212-11.4% |
| Admin fee / account holder | $3,017 | $8,989-66.4% | $12,068-75.0% | $7,344-58.9% |