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 4-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 | $35,626 | $92,985-61.7% | $153,485-76.8% | $80,856-55.9% |
| Participation rate | 40.5% | 69.0%-28.4pp | 77.1%-36.5pp | 67.6%-27.1pp |
| Annual return | 12.95% | 19.95%-7.0pp | 15.65%-2.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,088 | $3,507-40.5% | $5,039-58.6% | $2,755-24.2% |
| Participant deferral / active EE | $4,036 | $5,178-22.1% | $6,757-40.3% | $4,296-6.0% |
| Admin fee / account holder | $2,466 | $8,880-72.2% | $12,724-80.6% | $6,918-64.4% |