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 | $34,939 | $80,717-56.7% | $154,803-77.4% | $84,808-58.8% |
| Participation rate | 52.0% | 66.8%-14.8pp | 78.1%-26.1pp | 68.3%-16.3pp |
| Annual return | 22.04% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,293 | $2,761-53.2% | $4,305-70.0% | $2,631-50.8% |
| Participant deferral / active EE | $2,280 | $3,303-31.0% | $5,540-58.9% | $4,212-45.9% |
| Admin fee / account holder | $1,288 | $6,746-80.9% | $14,329-91.0% | $7,344-82.5% |