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 | $40,830 | $76,670-46.7% | $96,683-57.8% | $71,457-42.9% |
| Participation rate | 25.2% | 66.6%-41.3pp | 74.3%-49.1pp | 67.9%-42.7pp |
| Annual return | 15.48% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,192 | $3,031-60.7% | $3,737-68.1% | $2,588-53.9% |
| Participant deferral / active EE | $2,641 | $3,771-30.0% | $4,878-45.9% | $4,289-38.4% |
| Admin fee / account holder | $752 | $2,028-62.9% | $6,730-88.8% | $1,587-52.6% |