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 | $46,631 | $117,983-60.5% | $101,794-54.2% | $142,382-67.2% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 17.64% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $647 | $2,773-76.7% | $2,289-71.7% | $4,299-85.0% |
| Participant deferral / active EE | $3,300 | $4,714-30.0% | $4,084-19.2% | $6,507-49.3% |
| Admin fee / account holder | $301 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |