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 | $41,775 | $59,097-29.3% | $82,389-49.3% | $74,304-43.8% |
| Participation rate | 23.2% | 52.8%-29.5pp | 69.5%-46.3pp | 60.3%-37.1pp |
| Annual return | 18.05% | 22.85%-4.8pp | 28.67%-10.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,228 | $1,601-23.3% | $2,517-51.2% | $2,241-45.2% |
| Participant deferral / active EE | $2,089 | $2,775-24.7% | $4,155-49.7% | $3,767-44.5% |
| Admin fee / account holder | $4,341 | $4,489-3.3% | $7,231-40.0% | $2,969+46.2% |