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 | $76,685 | $74,927+2.3% | $101,794-24.7% | $84,808-9.6% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 18.15% | 18.70%-0.5pp | 30.53%-12.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,175 | $1,522-22.8% | $2,289-48.6% | $2,631-55.3% |
| Participant deferral / active EE | $2,945 | $3,099-5.0% | $4,084-27.9% | $4,212-30.1% |
| Admin fee / account holder | $1,796 | $6,514-72.4% | $8,777-79.5% | $7,344-75.5% |