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 | $45,308 | $61,605-26.5% | $112,229-59.6% | $75,163-39.7% |
| Participation rate | 34.2% | 61.7%-27.5pp | 72.4%-38.2pp | 67.2%-33.0pp |
| Annual return | 21.70% | 28.47%-6.8pp | 30.20%-8.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,055 | $2,015-47.7% | $3,430-69.2% | $2,670-60.5% |
| Participant deferral / active EE | $2,535 | $3,108-18.4% | $4,798-47.2% | $4,125-38.5% |
| Admin fee / account holder | $1,400 | $4,862-71.2% | $7,748-81.9% | $5,651-75.2% |