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 9-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 | $47,373 | $81,460-41.8% | $103,333-54.2% | $80,856-41.4% |
| Participation rate | 37.1% | 66.8%-29.7pp | 74.5%-37.4pp | 67.6%-30.5pp |
| Annual return | 17.36% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,465 | $3,105-52.8% | $3,868-62.1% | $2,755-46.8% |
| Participant deferral / active EE | $2,572 | $3,869-33.5% | $5,057-49.2% | $4,296-40.1% |
| Admin fee / account holder | $634 | $6,566-90.4% | $8,355-92.4% | $6,918-90.8% |