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 | $32,071 | $60,892-47.3% | $82,389-61.1% | $84,808-62.2% |
| Participation rate | 55.9% | 63.3%-7.4pp | 69.5%-13.7pp | 68.3%-12.4pp |
| Annual return | 18.53% | 37.29%-18.8pp | 28.67%-10.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,366 | $1,779-23.2% | $2,517-45.7% | $2,631-48.1% |
| Participant deferral / active EE | $2,475 | $3,179-22.1% | $4,155-40.4% | $4,212-41.2% |
| Admin fee / account holder | $2,425 | $5,467-55.6% | $7,231-66.5% | $7,344-67.0% |