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 6-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 | $28,421 | $78,926-64.0% | $136,749-79.2% | $84,808-66.5% |
| Participation rate | 58.6% | 62.2%-3.6pp | 72.1%-13.5pp | 68.3%-9.7pp |
| Annual return | 16.91% | 18.17%-1.3pp | 24.33%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $995 | $2,134-53.4% | $3,400-70.7% | $2,631-62.2% |
| Participant deferral / active EE | $2,807 | $3,168-11.4% | $4,692-40.2% | $4,212-33.4% |
| Admin fee / account holder | $5,473 | $6,369-14.1% | $11,386-51.9% | $7,344-25.5% |