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 8-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 | $58,523 | $81,248-28.0% | $155,509-62.4% | $80,856-27.6% |
| Participation rate | 23.9% | 66.2%-42.3pp | 78.2%-54.3pp | 67.6%-43.7pp |
| Annual return | 27.66% | 33.31%-5.6pp | 64.67%-37.0pp | 35.59%-7.9pp |
| Employer contribution / active EE | $553 | $3,100-82.2% | $4,672-88.2% | $2,755-79.9% |
| Participant deferral / active EE | $1,261 | $3,452-63.5% | $5,626-77.6% | $4,296-70.7% |
| Admin fee / account holder | $1,861 | $7,997-76.7% | $15,912-88.3% | $6,918-73.1% |