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 | $45,923 | $48,750-5.8% | $88,946-48.4% | $74,304-38.2% |
| Participation rate | 17.5% | 44.5%-27.0pp | 68.8%-51.4pp | 60.3%-42.9pp |
| Annual return | 20.29% | 25.91%-5.6pp | 57.82%-37.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $935 | $1,255-25.5% | $2,555-63.4% | $2,241-58.3% |
| Participant deferral / active EE | $1,508 | $2,423-37.8% | $4,581-67.1% | $3,767-60.0% |
| Admin fee / account holder | $1,196 | $3,756-68.2% | $8,261-85.5% | $2,969-59.7% |