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 7-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 | $64,230 | $95,266-32.6% | $82,389-22.0% | $142,382-54.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 18.26% | 25.74%-7.5pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,467 | $2,991-51.0% | $2,517-41.7% | $4,299-65.9% |
| Participant deferral / active EE | $2,582 | $4,809-46.3% | $4,155-37.9% | $6,507-60.3% |
| Admin fee / account holder | $1,031 | $8,563-88.0% | $7,231-85.7% | $12,624-91.8% |