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 8-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 | $44,767 | $72,277-38.1% | $101,248-55.8% | $79,858-43.9% |
| Participation rate | 53.7% | 68.5%-14.7pp | 75.8%-22.1pp | 69.6%-15.9pp |
| Annual return | 11.40% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,019 | $2,692-62.1% | $3,660-72.1% | $2,471-58.7% |
| Participant deferral / active EE | $1,458 | $3,282-55.6% | $4,370-66.6% | $3,740-61.0% |
| Admin fee / account holder | $610 | $4,400-86.1% | $5,945-89.7% | $5,306-88.5% |