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 | $38,388 | $57,016-32.7% | $84,966-54.8% | $80,856-52.5% |
| Participation rate | 27.9% | 56.3%-28.5pp | 67.5%-39.6pp | 67.6%-39.8pp |
| Annual return | 13.94% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $776 | $1,798-56.9% | $2,727-71.6% | $2,755-71.8% |
| Participant deferral / active EE | $1,865 | $3,110-40.0% | $4,519-58.7% | $4,296-56.6% |
| Admin fee / account holder | $5,519 | $4,980+10.8% | $6,149-10.2% | $6,918-20.2% |