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 | $53,564 | $181,894-70.6% | $156,549-65.8% | $273,961-80.4% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,965 | $6,248-68.5% | $5,501-64.3% | $4,869-59.6% |
| Participant deferral / active EE | $4,233 | $5,550-23.7% | $4,871-13.1% | $5,287-19.9% |
| Admin fee / account holder | $324 | $15,559-97.9% | $13,027-97.5% | $10,132-96.8% |