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 | $73,498 | $80,717-8.9% | $154,803-52.5% | $84,808-13.3% |
| Participation rate | 20.5% | 66.8%-46.4pp | 78.1%-57.6pp | 68.3%-47.9pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,336 | $2,761-51.6% | $4,305-69.0% | $2,631-49.2% |
| Participant deferral / active EE | $1,582 | $3,303-52.1% | $5,540-71.4% | $4,212-62.4% |
| Admin fee / account holder | $5,306 | $6,746-21.3% | $14,329-63.0% | $7,344-27.8% |