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 3-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 | $79,269 | $99,341-20.2% | $84,750-6.5% | $273,961-71.1% |
| Participation rate | 52.4% | 80.7%-28.3pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 4.62% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,169 | $4,214-72.3% | $3,574-67.3% | $4,869-76.0% |
| Participant deferral / active EE | $3,077 | $4,269-27.9% | $3,712-17.1% | $5,287-41.8% |
| Admin fee / account holder | $1,827 | $6,644-72.5% | $5,332-65.7% | $10,132-82.0% |