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 | $56,712 | $81,460-30.4% | $103,333-45.1% | $80,856-29.9% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 19.13% | 25.55%-6.4pp | 24.88%-5.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,697 | $3,105-45.3% | $3,868-56.1% | $2,755-38.4% |
| Participant deferral / active EE | $3,672 | $3,869-5.1% | $5,057-27.4% | $4,296-14.5% |
| Admin fee / account holder | $1,315 | $6,566-80.0% | $8,355-84.3% | $6,918-81.0% |