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 | $58,188 | $68,547-15.1% | $120,354-51.7% | $80,856-28.0% |
| Participation rate | 46.7% | 61.6%-14.9pp | 71.9%-25.2pp | 67.6%-21.0pp |
| Annual return | 13.46% | 23.60%-10.1pp | 107.15%-93.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,012 | $2,051-50.7% | $3,463-70.8% | $2,755-63.3% |
| Participant deferral / active EE | $2,018 | $3,173-36.4% | $4,991-59.6% | $4,296-53.0% |
| Admin fee / account holder | $2,710 | $5,732-52.7% | $9,423-71.2% | $6,918-60.8% |