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 | $71,411 | $72,012-0.8% | $185,823-61.6% | $79,858-10.6% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 19.69% | 23.12%-3.4pp | 35.95%-16.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,165 | $1,965+10.2% | $4,087-47.0% | $2,471-12.4% |
| Participant deferral / active EE | $4,931 | $3,779+30.5% | $5,632-12.4% | $3,740+31.8% |
| Admin fee / account holder | $11,034 | $4,513+144.5% | $9,500+16.1% | $5,306+107.9% |