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 | $28,720 | $72,277-60.3% | $101,248-71.6% | $79,858-64.0% |
| Participation rate | 29.5% | 68.5%-39.0pp | 75.8%-46.3pp | 69.6%-40.1pp |
| Annual return | 21.80% | 22.30%-0.5pp | 46.47%-24.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,905 | $2,692-29.2% | $3,660-47.9% | $2,471-22.9% |
| Participant deferral / active EE | $2,015 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $6,344 | $4,400+44.2% | $5,945+6.7% | $5,306+19.6% |