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 | $62,252 | $66,098-5.8% | $101,794-38.8% | $74,304-16.2% |
| Participation rate | 18.4% | 53.8%-35.3pp | 69.2%-50.8pp | 60.3%-41.9pp |
| Annual return | 14.85% | 19.59%-4.7pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $588 | $1,082-45.6% | $2,289-74.3% | $2,241-73.8% |
| Participant deferral / active EE | $1,357 | $2,781-51.2% | $4,084-66.8% | $3,767-64.0% |
| Admin fee / account holder | $3,469 | $4,146-16.3% | $8,777-60.5% | $2,969+16.9% |