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 | $35,449 | $55,371-36.0% | $95,585-62.9% | $74,304-52.3% |
| Participation rate | 48.6% | 53.8%-5.2pp | 72.1%-23.5pp | 60.3%-11.8pp |
| Annual return | 14.00% | 24.26%-10.3pp | 38.56%-24.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $659 | $1,437-54.2% | $2,527-73.9% | $2,241-70.6% |
| Participant deferral / active EE | $2,365 | $2,955-20.0% | $4,023-41.2% | $3,767-37.2% |
| Admin fee / account holder | $464 | $2,620-82.3% | $6,127-92.4% | $2,969-84.4% |