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 3-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 | $33,691 | $74,927-55.0% | $101,794-66.9% | $84,808-60.3% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 21.50% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,316 | $1,522-13.5% | $2,289-42.5% | $2,631-50.0% |
| Participant deferral / active EE | $4,299 | $3,099+38.7% | $4,084+5.3% | $4,212+2.1% |
| Admin fee / account holder | $3,386 | $6,514-48.0% | $8,777-61.4% | $7,344-53.9% |