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 6-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 | $64,923 | $109,413-40.7% | $156,263-58.5% | $84,808-23.4% |
| Participation rate | 28.6% | 72.7%-44.1pp | 78.9%-50.3pp | 68.3%-39.7pp |
| Annual return | 17.38% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,673 | $2,907-42.4% | $4,333-61.4% | $2,631-36.4% |
| Participant deferral / active EE | $2,411 | $4,590-47.5% | $6,158-60.8% | $4,212-42.7% |
| Admin fee / account holder | $1,057 | $9,357-88.7% | $14,255-92.6% | $7,344-85.6% |