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 6-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 | $42,859 | $80,724-46.9% | $103,333-58.5% | $74,495-42.5% |
| Participation rate | 35.4% | 65.7%-30.3pp | 74.5%-39.1pp | 67.2%-31.8pp |
| Annual return | 25.62% | 27.56%-1.9pp | 24.88%+0.7pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $1,565 | $3,157-50.4% | $3,868-59.5% | $2,623-40.3% |
| Participant deferral / active EE | $2,969 | $3,860-23.1% | $5,057-41.3% | $4,346-31.7% |
| Admin fee / account holder | $3,891 | $2,368+64.3% | $8,355-53.4% | $1,942+100.4% |