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 9-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 | $39,883 | $109,413-63.5% | $156,263-74.5% | $84,808-53.0% |
| Participation rate | 67.4% | 72.7%-5.2pp | 78.9%-11.5pp | 68.3%-0.9pp |
| Annual return | 15.63% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,051 | $2,907-63.8% | $4,333-75.7% | $2,631-60.0% |
| Participant deferral / active EE | $2,962 | $4,590-35.5% | $6,158-51.9% | $4,212-29.7% |
| Admin fee / account holder | $4,335 | $9,357-53.7% | $14,255-69.6% | $7,344-41.0% |