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 | $47,372 | $95,803-50.6% | $113,168-58.1% | $84,808-44.1% |
| Participation rate | 46.7% | 72.9%-26.2pp | 76.6%-29.9pp | 68.3%-21.6pp |
| Annual return | 16.20% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,134 | $2,360-52.0% | $2,975-61.9% | $2,631-56.9% |
| Participant deferral / active EE | $2,193 | $4,242-48.3% | $5,107-57.1% | $4,212-47.9% |
| Admin fee / account holder | $2,515 | $8,989-72.0% | $12,068-79.2% | $7,344-65.7% |