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 | $78,204 | $90,503-13.6% | $78,689-0.6% | $273,961-71.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.74% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,816 | $3,176-42.8% | $2,851-36.3% | $4,869-62.7% |
| Participant deferral / active EE | $5,351 | $3,901+37.2% | $3,517+52.2% | $5,287+1.2% |
| Admin fee / account holder | $2,001 | $5,263-62.0% | $4,510-55.6% | $10,132-80.2% |