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 | $77,009 | $95,803-19.6% | $113,168-32.0% | $84,808-9.2% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 17.92% | 25.00%-7.1pp | 24.27%-6.3pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,013 | $2,360-57.1% | $2,975-66.0% | $2,631-61.5% |
| Participant deferral / active EE | $2,345 | $4,242-44.7% | $5,107-54.1% | $4,212-44.3% |
| Admin fee / account holder | $968 | $8,989-89.2% | $12,068-92.0% | $7,344-86.8% |