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 | $60,311 | $62,127-2.9% | $81,382-25.9% | $74,495-19.0% |
| Participation rate | 29.1% | 64.0%-34.9pp | 69.5%-40.4pp | 67.2%-38.1pp |
| Annual return | 21.03% | 16.48%+4.5pp | 24.73%-3.7pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $939 | $1,882-50.1% | $2,463-61.9% | $2,623-64.2% |
| Participant deferral / active EE | $2,646 | $3,229-18.1% | $3,883-31.9% | $4,346-39.1% |
| Admin fee / account holder | $1,789 | $1,934-7.5% | $5,768-69.0% | $1,942-7.9% |