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 7-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 | $46,740 | $95,880-51.3% | $107,525-56.5% | $85,563-45.4% |
| Participation rate | 37.0% | 70.1%-33.1pp | 75.1%-38.1pp | 66.0%-29.0pp |
| Annual return | 18.01% | 68.06%-50.1pp | 181.32%-163.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,451 | $3,812-61.9% | $3,754-61.3% | $2,654-45.3% |
| Participant deferral / active EE | $2,492 | $4,201-40.7% | $5,116-51.3% | $4,375-43.0% |
| Admin fee / account holder | $1,321 | $1,025+28.8% | $8,919-85.2% | $834+58.4% |