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 | $44,968 | $80,717-44.3% | $154,803-71.0% | $84,808-47.0% |
| Participation rate | 57.4% | 66.8%-9.5pp | 78.1%-20.7pp | 68.3%-11.0pp |
| Annual return | 18.41% | 37.96%-19.5pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,626 | $2,761-41.1% | $4,305-62.2% | $2,631-38.2% |
| Participant deferral / active EE | $2,831 | $3,303-14.3% | $5,540-48.9% | $4,212-32.8% |
| Admin fee / account holder | $743 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |