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 | $62,248 | $95,803-35.0% | $113,168-45.0% | $84,808-26.6% |
| Participation rate | 37.0% | 72.9%-35.9pp | 76.6%-39.6pp | 68.3%-31.4pp |
| Annual return | 15.61% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,121 | $2,360-10.1% | $2,975-28.7% | $2,631-19.4% |
| Participant deferral / active EE | $4,047 | $4,242-4.6% | $5,107-20.8% | $4,212-3.9% |
| Admin fee / account holder | $3,840 | $8,989-57.3% | $12,068-68.2% | $7,344-47.7% |