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 | $62,163 | $91,019-31.7% | $392,568-84.2% | $72,985-14.8% |
| Participation rate | 69.0% | 74.4%-5.4pp | 78.1%-9.1pp | 69.5%-0.5pp |
| Annual return | 20.92% | 20.00%+0.9pp | 24.42%-3.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $895 | $2,751-67.5% | $3,783-76.4% | $2,440-63.3% |
| Participant deferral / active EE | $3,059 | $4,570-33.1% | $5,985-48.9% | $3,607-15.2% |
| Admin fee / account holder | $1,972 | $4,895-59.7% | $6,260-68.5% | $5,124-61.5% |