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 | $64,637 | $109,413-40.9% | $156,263-58.6% | $84,808-23.8% |
| Participation rate | 68.0% | 72.7%-4.7pp | 78.9%-10.9pp | 68.3%-0.3pp |
| Annual return | 14.71% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,642 | $2,907-43.5% | $4,333-62.1% | $2,631-37.6% |
| Participant deferral / active EE | $3,175 | $4,590-30.8% | $6,158-48.4% | $4,212-24.6% |
| Admin fee / account holder | $1,029 | $9,357-89.0% | $14,255-92.8% | $7,344-86.0% |