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 | $41,277 | $74,927-44.9% | $101,794-59.5% | $84,808-51.3% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.2%-22.8pp | 68.3%-21.9pp |
| Annual return | 12.88% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,183 | $1,522-22.2% | $2,289-48.3% | $2,631-55.0% |
| Participant deferral / active EE | $1,703 | $3,099-45.0% | $4,084-58.3% | $4,212-59.6% |
| Admin fee / account holder | $4,398 | $6,514-32.5% | $8,777-49.9% | $7,344-40.1% |