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 | $40,324 | $66,098-39.0% | $101,794-60.4% | $74,304-45.7% |
| Participation rate | 42.8% | 53.8%-11.0pp | 69.2%-26.4pp | 60.3%-17.6pp |
| Annual return | 28.90% | 19.59%+9.3pp | 30.53%-1.6pp | 29.43%-0.5pp |
| Employer contribution / active EE | $731 | $1,082-32.4% | $2,289-68.0% | $2,241-67.4% |
| Participant deferral / active EE | $2,179 | $2,781-21.7% | $4,084-46.6% | $3,767-42.2% |
| Admin fee / account holder | $1,145 | $4,146-72.4% | $8,777-87.0% | $2,969-61.4% |