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 4-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 | $47,852 | $81,460-41.3% | $103,333-53.7% | $80,856-40.8% |
| Participation rate | 37.6% | 66.8%-29.2pp | 74.5%-36.9pp | 67.6%-30.0pp |
| Annual return | 15.62% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,500 | $3,105-51.7% | $3,868-61.2% | $2,755-45.6% |
| Participant deferral / active EE | $3,268 | $3,869-15.5% | $5,057-35.4% | $4,296-23.9% |
| Admin fee / account holder | $14,936 | $6,566+127.5% | $8,355+78.8% | $6,918+115.9% |