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 | $87,431 | $135,952-35.7% | $123,892-29.4% | $273,961-68.1% |
| Participation rate | 52.2% | 84.1%-31.9pp | 81.4%-29.2pp | 83.0%-30.8pp |
| Annual return | 5.77% | 56.63%-50.9pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,604 | $5,170-69.0% | $4,617-65.3% | $4,869-67.0% |
| Participant deferral / active EE | $3,460 | $6,343-45.5% | $5,984-42.2% | $5,287-34.6% |
| Admin fee / account holder | $5,213 | $9,817-46.9% | $8,357-37.6% | $10,132-48.6% |