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 | $36,770 | $68,719-46.5% | $91,541-59.8% | $84,808-56.6% |
| Participation rate | 45.9% | 64.5%-18.6pp | 69.8%-23.9pp | 68.3%-22.4pp |
| Annual return | 16.80% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,293 | $1,920-32.7% | $2,505-48.4% | $2,631-50.9% |
| Participant deferral / active EE | $3,702 | $3,136+18.1% | $4,008-7.6% | $4,212-12.1% |
| Admin fee / account holder | $5,355 | $5,786-7.5% | $6,956-23.0% | $7,344-27.1% |