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 | $61,542 | $87,870-30.0% | $113,168-45.6% | $74,304-17.2% |
| Participation rate | 39.8% | 70.7%-30.9pp | 76.6%-36.8pp | 60.3%-20.5pp |
| Annual return | 17.81% | 26.44%-8.6pp | 24.27%-6.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $975 | $2,277-57.2% | $2,975-67.2% | $2,241-56.5% |
| Participant deferral / active EE | $2,460 | $4,241-42.0% | $5,107-51.8% | $3,767-34.7% |
| Admin fee / account holder | $2,850 | $3,368-15.4% | $12,068-76.4% | $2,969-4.0% |