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 | $46,282 | $81,460-43.2% | $103,333-55.2% | $80,856-42.8% |
| Participation rate | 47.5% | 66.8%-19.3pp | 74.5%-27.0pp | 67.6%-20.1pp |
| Annual return | 17.52% | 25.55%-8.0pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,257 | $3,105-59.5% | $3,868-67.5% | $2,755-54.4% |
| Participant deferral / active EE | $3,591 | $3,869-7.2% | $5,057-29.0% | $4,296-16.4% |
| Admin fee / account holder | $3,089 | $6,566-53.0% | $8,355-63.0% | $6,918-55.3% |