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 9-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 | $30,203 | $49,915-39.5% | $154,803-80.5% | $74,304-59.4% |
| Participation rate | 46.6% | 54.0%-7.3pp | 78.1%-31.5pp | 60.3%-13.7pp |
| Annual return | 21.20% | 34.06%-12.9pp | 58.88%-37.7pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,533 | $1,611-4.9% | $4,305-64.4% | $2,241-31.6% |
| Participant deferral / active EE | $2,528 | $2,255+12.1% | $5,540-54.4% | $3,767-32.9% |
| Admin fee / account holder | $1,328 | $2,189-39.4% | $14,329-90.7% | $2,969-55.3% |