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 | $37,456 | $81,460-54.0% | $103,333-63.8% | $80,856-53.7% |
| Participation rate | 51.4% | 66.8%-15.4pp | 74.5%-23.1pp | 67.6%-16.2pp |
| Annual return | 18.96% | 25.55%-6.6pp | 24.88%-5.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,613 | $3,105-48.0% | $3,868-58.3% | $2,755-41.4% |
| Participant deferral / active EE | $3,059 | $3,869-20.9% | $5,057-39.5% | $4,296-28.8% |
| Admin fee / account holder | $2,933 | $6,566-55.3% | $8,355-64.9% | $6,918-57.6% |