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 | $30,884 | $80,673-61.7% | $101,326-69.5% | $84,808-63.6% |
| Participation rate | 62.9% | 77.8%-14.9pp | 81.5%-18.6pp | 68.3%-5.5pp |
| Annual return | 18.16% | 38.95%-20.8pp | 36.82%-18.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,827 | $2,698-32.3% | $3,665-50.2% | $2,631-30.6% |
| Participant deferral / active EE | $3,381 | $6,840-50.6% | $7,994-57.7% | $4,212-19.7% |
| Admin fee / account holder | $3,051 | $12,784-76.1% | $11,185-72.7% | $7,344-58.5% |