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 | $37,216 | $53,777-30.8% | $134,143-72.3% | $79,858-53.4% |
| Participation rate | 45.8% | 58.8%-12.9pp | 72.2%-26.3pp | 69.6%-23.8pp |
| Annual return | 26.65% | 19.01%+7.6pp | 36.33%-9.7pp | 31.71%-5.1pp |
| Employer contribution / active EE | $1,113 | $1,321-15.7% | $3,704-69.9% | $2,471-54.9% |
| Participant deferral / active EE | $1,859 | $2,420-23.2% | $3,499-46.9% | $3,740-50.3% |
| Admin fee / account holder | $400 | $3,984-90.0% | $6,684-94.0% | $5,306-92.5% |