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 | $61,388 | $65,561-6.4% | $86,188-28.8% | $75,163-18.3% |
| Participation rate | 51.9% | 60.5%-8.6pp | 69.0%-17.1pp | 67.2%-15.3pp |
| Annual return | 17.94% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,148 | $1,553-26.0% | $2,380-51.7% | $2,670-57.0% |
| Participant deferral / active EE | $2,526 | $3,024-16.4% | $3,985-36.6% | $4,125-38.8% |
| Admin fee / account holder | $429 | $5,474-92.2% | $6,852-93.7% | $5,651-92.4% |