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 5-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 | $43,472 | $74,927-42.0% | $101,794-57.3% | $84,808-48.7% |
| Participation rate | 57.9% | 61.4%-3.5pp | 69.2%-11.3pp | 68.3%-10.4pp |
| Annual return | 17.32% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,276 | $1,522-16.1% | $2,289-44.2% | $2,631-51.5% |
| Participant deferral / active EE | $1,723 | $3,099-44.4% | $4,084-57.8% | $4,212-59.1% |
| Admin fee / account holder | $7,443 | $6,514+14.3% | $8,777-15.2% | $7,344+1.3% |