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 | $49,358 | $60,022-17.8% | $88,946-44.5% | $84,808-41.8% |
| Participation rate | 22.4% | 57.8%-35.5pp | 68.8%-46.5pp | 68.3%-45.9pp |
| Annual return | 16.14% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $798 | $1,703-53.1% | $2,555-68.8% | $2,631-69.7% |
| Participant deferral / active EE | $1,758 | $3,114-43.5% | $4,581-61.6% | $4,212-58.3% |
| Admin fee / account holder | $1,975 | $4,811-58.9% | $8,261-76.1% | $7,344-73.1% |