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 | $31,630 | $79,449-60.2% | $189,557-83.3% | $85,850-63.2% |
| Participation rate | 48.9% | 66.0%-17.1pp | 78.4%-29.5pp | 69.3%-20.4pp |
| Annual return | 17.49% | 18.45%-1.0pp | 64.17%-46.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,941 | $2,081-6.7% | $4,412-56.0% | $2,565-24.3% |
| Participant deferral / active EE | $2,810 | $4,051-30.6% | $6,174-54.5% | $3,952-28.9% |
| Admin fee / account holder | $2,799 | $5,377-47.9% | $9,807-71.5% | $6,260-55.3% |