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 | $40,561 | $86,929-53.3% | $102,423-60.4% | $80,856-49.8% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.6%+0.2pp |
| Annual return | 11.60% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,876 | $2,369-20.8% | $3,023-38.0% | $2,755-31.9% |
| Participant deferral / active EE | $3,121 | $4,118-24.2% | $5,053-38.2% | $4,296-27.3% |
| Admin fee / account holder | $3,474 | $8,049-56.8% | $9,451-63.2% | $6,918-49.8% |