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 | $52,963 | $78,926-32.9% | $136,749-61.3% | $84,808-37.5% |
| Participation rate | 36.8% | 62.2%-25.3pp | 72.1%-35.3pp | 68.3%-31.5pp |
| Annual return | 16.72% | 18.17%-1.5pp | 24.33%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,656 | $2,134-22.4% | $3,400-51.3% | $2,631-37.1% |
| Participant deferral / active EE | $2,253 | $3,168-28.9% | $4,692-52.0% | $4,212-46.5% |
| Admin fee / account holder | $982 | $6,369-84.6% | $11,386-91.4% | $7,344-86.6% |