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 7-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 | $58,327 | $80,968-28.0% | $96,544-39.6% | $75,163-22.4% |
| Participation rate | 39.7% | 71.8%-32.0pp | 76.0%-36.2pp | 67.2%-27.4pp |
| Annual return | 19.61% | 27.06%-7.5pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,099 | $2,282-51.8% | $2,965-62.9% | $2,670-58.8% |
| Participant deferral / active EE | $2,353 | $3,928-40.1% | $4,851-51.5% | $4,125-43.0% |
| Admin fee / account holder | $2,420 | $6,724-64.0% | $8,252-70.7% | $5,651-57.2% |