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 | $34,623 | $60,892-43.1% | $82,389-58.0% | $84,808-59.2% |
| Participation rate | 44.8% | 63.3%-18.4pp | 69.5%-24.7pp | 68.3%-23.5pp |
| Annual return | 16.01% | 37.29%-21.3pp | 28.67%-12.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,210 | $1,779-32.0% | $2,517-51.9% | $2,631-54.0% |
| Participant deferral / active EE | $2,027 | $3,179-36.2% | $4,155-51.2% | $4,212-51.9% |
| Admin fee / account holder | $9,042 | $5,467+65.4% | $7,231+25.1% | $7,344+23.1% |