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 | $63,416 | $74,927-15.4% | $101,794-37.7% | $84,808-25.2% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.2%-28.6pp | 68.3%-27.7pp |
| Annual return | 16.44% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,174 | $1,522-22.9% | $2,289-48.7% | $2,631-55.4% |
| Participant deferral / active EE | $2,850 | $3,099-8.0% | $4,084-30.2% | $4,212-32.3% |
| Admin fee / account holder | $2,992 | $6,514-54.1% | $8,777-65.9% | $7,344-59.3% |