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 | $54,581 | $81,248-32.8% | $155,509-64.9% | $80,856-32.5% |
| Participation rate | 29.1% | 66.2%-37.1pp | 78.2%-49.1pp | 67.6%-38.5pp |
| Annual return | 14.63% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $935 | $3,100-69.8% | $4,672-80.0% | $2,755-66.0% |
| Participant deferral / active EE | $1,438 | $3,452-58.3% | $5,626-74.4% | $4,296-66.5% |
| Admin fee / account holder | $1,326 | $7,997-83.4% | $15,912-91.7% | $6,918-80.8% |