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 | $70,672 | $71,516-1.2% | $98,439-28.2% | $71,457-1.1% |
| Participation rate | 40.8% | 72.7%-31.9pp | 75.2%-34.4pp | 67.9%-27.1pp |
| Annual return | 17.48% | 32.41%-14.9pp | 21.16%-3.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,715 | $2,399-28.5% | $3,048-43.7% | $2,588-33.7% |
| Participant deferral / active EE | $2,946 | $4,109-28.3% | $4,738-37.8% | $4,289-31.3% |
| Admin fee / account holder | $10,858 | $1,675+548.3% | $8,948+21.3% | $1,587+584.0% |