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 | $37,262 | $177,572-79.0% | $154,803-75.9% | $142,382-73.8% |
| Participation rate | 65.2% | 82.1%-16.8pp | 78.1%-12.9pp | 80.1%-14.9pp |
| Annual return | 14.16% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $896 | $4,810-81.4% | $4,305-79.2% | $4,299-79.2% |
| Participant deferral / active EE | $1,946 | $6,272-69.0% | $5,540-64.9% | $6,507-70.1% |
| Admin fee / account holder | $3,038 | $16,786-81.9% | $14,329-78.8% | $12,624-75.9% |