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 | $41,465 | $86,929-52.3% | $102,423-59.5% | $80,856-48.7% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.6%-14.9pp |
| Annual return | 17.86% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,882 | $2,369-20.6% | $3,023-37.8% | $2,755-31.7% |
| Participant deferral / active EE | $4,361 | $4,118+5.9% | $5,053-13.7% | $4,296+1.5% |
| Admin fee / account holder | $9,166 | $8,049+13.9% | $9,451-3.0% | $6,918+32.5% |