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 | $47,778 | $109,413-56.3% | $156,263-69.4% | $84,808-43.7% |
| Participation rate | 36.0% | 72.7%-36.7pp | 78.9%-42.9pp | 68.3%-32.3pp |
| Annual return | 17.28% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,874 | $2,907-35.5% | $4,333-56.8% | $2,631-28.8% |
| Participant deferral / active EE | $2,735 | $4,590-40.4% | $6,158-55.6% | $4,212-35.1% |
| Admin fee / account holder | $1,227 | $9,357-86.9% | $14,255-91.4% | $7,344-83.3% |