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 10-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 | $115,425 | $131,893-12.5% | $303,047-61.9% | $116,875-1.2% |
| Participation rate | 65.4% | 79.5%-14.1pp | 87.1%-21.7pp | 74.5%-9.1pp |
| Annual return | 12.37% | 15.41%-3.0pp | 2.47%+9.9pp | 16.29%-3.9pp |
| Employer contribution / active EE | $1,538 | $3,467-55.6% | $7,418-79.3% | $3,288-53.2% |
| Participant deferral / active EE | $2,830 | $4,183-32.3% | $5,070-44.2% | $3,885-27.2% |
| Admin fee / account holder | $818 | $14,721-94.4% | $39,333-97.9% | $12,263-93.3% |