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 | $46,284 | $73,933-37.4% | $96,683-52.1% | $75,163-38.4% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 13.89% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $961 | $2,928-67.2% | $3,737-74.3% | $2,670-64.0% |
| Participant deferral / active EE | $2,066 | $3,659-43.5% | $4,878-57.6% | $4,125-49.9% |
| Admin fee / account holder | $13,134 | $5,216+151.8% | $6,730+95.2% | $5,651+132.4% |