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 | $41,236 | $72,492-43.1% | $87,100-52.7% | $72,985-43.5% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 17.44% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,601 | $1,894-15.4% | $2,521-36.5% | $2,440-34.4% |
| Participant deferral / active EE | $2,687 | $3,270-17.8% | $4,049-33.6% | $3,607-25.5% |
| Admin fee / account holder | $47,621 | $5,055+842.1% | $7,497+535.2% | $5,124+829.3% |