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 | $47,752 | $71,050-32.8% | $93,606-49.0% | $80,856-40.9% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.6%-23.2pp |
| Annual return | 11.57% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,282 | $1,564-18.0% | $2,420-47.0% | $2,755-53.5% |
| Participant deferral / active EE | $1,962 | $4,034-51.3% | $4,411-55.5% | $4,296-54.3% |
| Admin fee / account holder | $6,121 | $6,945-11.9% | $8,285-26.1% | $6,918-11.5% |