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 6-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 | $64,348 | $107,452-40.1% | $91,541-29.7% | $142,382-54.8% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 16.16% | 22.06%-5.9pp | 20.50%-4.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,382 | $2,994-53.8% | $2,505-44.8% | $4,299-67.9% |
| Participant deferral / active EE | $3,341 | $4,754-29.7% | $4,008-16.6% | $6,507-48.7% |
| Admin fee / account holder | $12,526 | $8,834+41.8% | $6,956+80.1% | $12,624-0.8% |