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 | $60,424 | $60,892-0.8% | $82,389-26.7% | $84,808-28.8% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.3%-43.3pp |
| Annual return | 17.09% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $977 | $1,779-45.1% | $2,517-61.2% | $2,631-62.9% |
| Participant deferral / active EE | $1,113 | $3,179-65.0% | $4,155-73.2% | $4,212-73.6% |
| Admin fee / account holder | $439 | $5,467-92.0% | $7,231-93.9% | $7,344-94.0% |