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 | $30,106 | $109,881-72.6% | $150,045-79.9% | $84,808-64.5% |
| Participation rate | 54.3% | 76.1%-21.8pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,926 | $3,561-45.9% | $4,693-59.0% | $2,631-26.8% |
| Participant deferral / active EE | $2,702 | $6,636-59.3% | $7,997-66.2% | $4,212-35.9% |
| Admin fee / account holder | $1,083 | $8,568-87.4% | $13,435-91.9% | $7,344-85.3% |