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 | $35,020 | $74,927-53.3% | $101,794-65.6% | $84,808-58.7% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.2%-1.7pp | 68.3%-0.9pp |
| Annual return | 20.18% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,005 | $1,522-34.0% | $2,289-56.1% | $2,631-61.8% |
| Participant deferral / active EE | $3,995 | $3,099+28.9% | $4,084-2.2% | $4,212-5.1% |
| Admin fee / account holder | $875 | $6,514-86.6% | $8,777-90.0% | $7,344-88.1% |