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 | $27,356 | $72,277-62.2% | $101,248-73.0% | $79,858-65.7% |
| Participation rate | 56.7% | 68.5%-11.7pp | 75.8%-19.1pp | 69.6%-12.9pp |
| Annual return | 24.43% | 22.30%+2.1pp | 46.47%-22.0pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,560 | $2,692-42.0% | $3,660-57.4% | $2,471-36.9% |
| Participant deferral / active EE | $3,977 | $3,282+21.2% | $4,370-9.0% | $3,740+6.3% |
| Admin fee / account holder | $591 | $4,400-86.6% | $5,945-90.1% | $5,306-88.9% |