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 | $53,112 | $80,717-34.2% | $154,803-65.7% | $84,808-37.4% |
| Participation rate | 47.2% | 66.8%-19.6pp | 78.1%-30.8pp | 68.3%-21.1pp |
| Annual return | 17.78% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,974 | $2,761-28.5% | $4,305-54.1% | $2,631-25.0% |
| Participant deferral / active EE | $3,614 | $3,303+9.4% | $5,540-34.8% | $4,212-14.2% |
| Admin fee / account holder | $10,716 | $6,746+58.9% | $14,329-25.2% | $7,344+45.9% |