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 | $47,897 | $74,927-36.1% | $101,794-52.9% | $84,808-43.5% |
| Participation rate | 62.0% | 61.4%+0.6pp | 69.2%-7.2pp | 68.3%-6.3pp |
| Annual return | 14.43% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $973 | $1,522-36.1% | $2,289-57.5% | $2,631-63.0% |
| Participant deferral / active EE | $2,836 | $3,099-8.5% | $4,084-30.6% | $4,212-32.7% |
| Admin fee / account holder | $2,199 | $6,514-66.2% | $8,777-74.9% | $7,344-70.1% |