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 | $50,514 | $60,892-17.0% | $82,389-38.7% | $84,808-40.4% |
| Participation rate | 52.1% | 63.3%-11.2pp | 69.5%-17.5pp | 68.3%-16.2pp |
| Annual return | 24.22% | 37.29%-13.1pp | 28.67%-4.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,374 | $1,779-22.8% | $2,517-45.4% | $2,631-47.8% |
| Participant deferral / active EE | $2,801 | $3,179-11.9% | $4,155-32.6% | $4,212-33.5% |
| Admin fee / account holder | $10,512 | $5,467+92.3% | $7,231+45.4% | $7,344+43.1% |