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 | $46,038 | $80,717-43.0% | $154,803-70.3% | $84,808-45.7% |
| Participation rate | 59.2% | 66.8%-7.6pp | 78.1%-18.9pp | 68.3%-9.1pp |
| Annual return | 21.60% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,412 | $2,761-48.9% | $4,305-67.2% | $2,631-46.3% |
| Participant deferral / active EE | $2,489 | $3,303-24.7% | $5,540-55.1% | $4,212-40.9% |
| Admin fee / account holder | $2,199 | $6,746-67.4% | $14,329-84.7% | $7,344-70.0% |