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 6-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 | $33,961 | $48,750-30.3% | $88,946-61.8% | $74,304-54.3% |
| Participation rate | 23.0% | 44.5%-21.5pp | 68.8%-45.8pp | 60.3%-37.3pp |
| Annual return | 16.67% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.8pp |
| Employer contribution / active EE | $602 | $1,255-52.0% | $2,555-76.4% | $2,241-73.1% |
| Participant deferral / active EE | $1,165 | $2,423-51.9% | $4,581-74.6% | $3,767-69.1% |
| Admin fee / account holder | $1,771 | $3,756-52.8% | $8,261-78.6% | $2,969-40.3% |