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 | $58,099 | $72,492-19.9% | $87,100-33.3% | $72,985-20.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 17.24% | 24.46%-7.2pp | 28.19%-10.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,454 | $1,894-23.2% | $2,521-42.3% | $2,440-40.4% |
| Participant deferral / active EE | $2,708 | $3,270-17.2% | $4,049-33.1% | $3,607-24.9% |
| Admin fee / account holder | $1,075 | $5,055-78.7% | $7,497-85.7% | $5,124-79.0% |