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 | $67,229 | $81,460-17.5% | $103,333-34.9% | $80,856-16.9% |
| Participation rate | 32.4% | 66.8%-34.4pp | 74.5%-42.1pp | 67.6%-35.2pp |
| Annual return | 15.49% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $921 | $3,105-70.4% | $3,868-76.2% | $2,755-66.6% |
| Participant deferral / active EE | $2,330 | $3,869-39.8% | $5,057-53.9% | $4,296-45.7% |
| Admin fee / account holder | $358 | $6,566-94.6% | $8,355-95.7% | $6,918-94.8% |