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 | $40,680 | $60,022-32.2% | $88,946-54.3% | $84,808-52.0% |
| Participation rate | 45.9% | 57.8%-11.9pp | 68.8%-22.9pp | 68.3%-22.4pp |
| Annual return | 20.53% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,704 | $1,703+0.1% | $2,555-33.3% | $2,631-35.2% |
| Participant deferral / active EE | $4,470 | $3,114+43.5% | $4,581-2.4% | $4,212+6.1% |
| Admin fee / account holder | $1,965 | $4,811-59.2% | $8,261-76.2% | $7,344-73.2% |