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 8-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 | $62,239 | $81,460-23.6% | $103,333-39.8% | $80,856-23.0% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $819 | $3,105-73.6% | $3,868-78.8% | $2,755-70.3% |
| Participant deferral / active EE | $2,857 | $3,869-26.1% | $5,057-43.5% | $4,296-33.5% |
| Admin fee / account holder | $5,039 | $6,566-23.3% | $8,355-39.7% | $6,918-27.2% |