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 | $64,404 | $74,927-14.0% | $101,794-36.7% | $84,808-24.1% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.2%-26.8pp | 68.3%-25.9pp |
| Annual return | 20.23% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,078 | $1,522-29.1% | $2,289-52.9% | $2,631-59.0% |
| Participant deferral / active EE | $3,425 | $3,099+10.5% | $4,084-16.1% | $4,212-18.7% |
| Admin fee / account holder | $1,422 | $6,514-78.2% | $8,777-83.8% | $7,344-80.6% |