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 | $27,315 | $72,012-62.1% | $185,823-85.3% | $79,858-65.8% |
| Participation rate | 47.2% | 65.8%-18.5pp | 78.0%-30.8pp | 69.6%-22.4pp |
| Annual return | 20.34% | 23.12%-2.8pp | 35.95%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,496 | $1,965-23.8% | $4,087-63.4% | $2,471-39.4% |
| Participant deferral / active EE | $2,203 | $3,779-41.7% | $5,632-60.9% | $3,740-41.1% |
| Admin fee / account holder | $7,571 | $4,513+67.8% | $9,500-20.3% | $5,306+42.7% |