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 | $25,875 | $81,248-68.2% | $155,509-83.4% | $80,856-68.0% |
| Participation rate | 46.9% | 66.2%-19.3pp | 78.2%-31.2pp | 67.6%-20.7pp |
| Annual return | 16.57% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,121 | $3,100-63.8% | $4,672-76.0% | $2,755-59.3% |
| Participant deferral / active EE | $3,018 | $3,452-12.6% | $5,626-46.4% | $4,296-29.7% |
| Admin fee / account holder | $4,129 | $7,997-48.4% | $15,912-74.1% | $6,918-40.3% |