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 | $36,616 | $60,892-39.9% | $82,389-55.6% | $84,808-56.8% |
| Participation rate | 39.3% | 63.3%-24.0pp | 69.5%-30.3pp | 68.3%-29.0pp |
| Annual return | 20.05% | 37.29%-17.2pp | 28.67%-8.6pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,773 | $1,779-0.4% | $2,517-29.6% | $2,631-32.6% |
| Participant deferral / active EE | $3,948 | $3,179+24.2% | $4,155-5.0% | $4,212-6.3% |
| Admin fee / account holder | $1,608 | $5,467-70.6% | $7,231-77.8% | $7,344-78.1% |