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 | $35,588 | $74,927-52.5% | $101,794-65.0% | $84,808-58.0% |
| Participation rate | 53.5% | 61.4%-7.9pp | 69.2%-15.7pp | 68.3%-14.8pp |
| Annual return | 16.08% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $982 | $1,522-35.5% | $2,289-57.1% | $2,631-62.7% |
| Participant deferral / active EE | $2,292 | $3,099-26.0% | $4,084-43.9% | $4,212-45.6% |
| Admin fee / account holder | $754 | $6,514-88.4% | $8,777-91.4% | $7,344-89.7% |