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 | $41,166 | $109,881-62.5% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 58.5% | 76.1%-17.5pp | 82.3%-23.8pp | 68.3%-9.8pp |
| Annual return | 19.08% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,270 | $3,561-36.3% | $4,693-51.6% | $2,631-13.7% |
| Participant deferral / active EE | $4,785 | $6,636-27.9% | $7,997-40.2% | $4,212+13.6% |
| Admin fee / account holder | $7,835 | $8,568-8.6% | $13,435-41.7% | $7,344+6.7% |