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 | $44,121 | $70,428-37.4% | $96,562-54.3% | $85,850-48.6% |
| Participation rate | 32.1% | 61.8%-29.7pp | 69.8%-37.7pp | 69.3%-37.2pp |
| Annual return | 20.09% | 18.59%+1.5pp | 37.78%-17.7pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,307 | $1,413-7.5% | $2,356-44.6% | $2,565-49.1% |
| Participant deferral / active EE | $2,310 | $2,894-20.2% | $3,849-40.0% | $3,952-41.5% |
| Admin fee / account holder | $1,324 | $4,997-73.5% | $6,181-78.6% | $6,260-78.8% |