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 | $51,424 | $117,983-56.4% | $101,794-49.5% | $142,382-63.9% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.2%-8.1pp | 80.1%-19.0pp |
| Annual return | 10.45% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $903 | $2,773-67.4% | $2,289-60.6% | $4,299-79.0% |
| Participant deferral / active EE | $3,828 | $4,714-18.8% | $4,084-6.3% | $6,507-41.2% |
| Admin fee / account holder | $682 | $10,433-93.5% | $8,777-92.2% | $12,624-94.6% |