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 8-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 | $38,176 | $87,870-56.6% | $113,168-66.3% | $74,304-48.6% |
| Participation rate | 35.4% | 70.7%-35.3pp | 76.6%-41.1pp | 60.3%-24.9pp |
| Annual return | 18.54% | 26.44%-7.9pp | 24.27%-5.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,254 | $2,277-44.9% | $2,975-57.9% | $2,241-44.1% |
| Participant deferral / active EE | $2,645 | $4,241-37.6% | $5,107-48.2% | $3,767-29.8% |
| Admin fee / account holder | $1,340 | $3,368-60.2% | $12,068-88.9% | $2,969-54.9% |