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 | $34,643 | $66,098-47.6% | $101,794-66.0% | $74,304-53.4% |
| Participation rate | 43.2% | 53.8%-10.6pp | 69.2%-26.0pp | 60.3%-17.2pp |
| Annual return | 16.16% | 19.59%-3.4pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $991 | $1,082-8.4% | $2,289-56.7% | $2,241-55.8% |
| Participant deferral / active EE | $1,619 | $2,781-41.8% | $4,084-60.3% | $3,767-57.0% |
| Admin fee / account holder | $2,839 | $4,146-31.5% | $8,777-67.7% | $2,969-4.4% |