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 | $59,864 | $80,717-25.8% | $154,803-61.3% | $84,808-29.4% |
| Participation rate | 38.1% | 66.8%-28.7pp | 78.1%-40.0pp | 68.3%-30.2pp |
| Annual return | 38.06% | 37.96%+0.1pp | 58.88%-20.8pp | 40.90%-2.8pp |
| Employer contribution / active EE | $1,142 | $2,761-58.6% | $4,305-73.5% | $2,631-56.6% |
| Participant deferral / active EE | $3,748 | $3,303+13.5% | $5,540-32.4% | $4,212-11.0% |
| Admin fee / account holder | $6,869 | $6,746+1.8% | $14,329-52.1% | $7,344-6.5% |