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 | $99,434 | $72,277+37.6% | $101,248-1.8% | $79,858+24.5% |
| Participation rate | 38.3% | 68.5%-30.1pp | 75.8%-37.5pp | 69.6%-31.3pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,687 | $3,282-48.6% | $4,370-61.4% | $3,740-54.9% |
| Admin fee / account holder | $2,526 | $4,400-42.6% | $5,945-57.5% | $5,306-52.4% |