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 | $70,966 | $117,381-39.5% | $99,443-28.6% | $152,861-53.6% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 25.88% | 31.87%-6.0pp | 30.72%-4.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $842 | $3,013-72.1% | $2,540-66.9% | $4,762-82.3% |
| Participant deferral / active EE | $1,536 | $4,086-62.4% | $3,619-57.6% | $5,850-73.7% |
| Admin fee / account holder | $655 | $7,631-91.4% | $6,250-89.5% | $11,596-94.4% |