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 | $39,626 | $51,045-22.4% | $70,515-43.8% | $71,457-44.5% |
| Participation rate | 31.4% | 59.4%-28.0pp | 68.3%-37.0pp | 67.9%-36.5pp |
| Annual return | 17.49% | 42.63%-25.1pp | 32.77%-15.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $977 | $1,790-45.4% | $2,973-67.1% | $2,588-62.2% |
| Participant deferral / active EE | $1,628 | $3,026-46.2% | $4,567-64.3% | $4,289-62.0% |
| Admin fee / account holder | $3,012 | $1,994+51.1% | $6,412-53.0% | $1,587+89.8% |