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 | $73,152 | $106,584-31.4% | $101,326-27.8% | $142,382-48.6% |
| Participation rate | 64.7% | 82.7%-18.0pp | 81.5%-16.8pp | 80.1%-15.4pp |
| Annual return | 14.48% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,991 | $3,956-24.4% | $3,665-18.4% | $4,299-30.4% |
| Participant deferral / active EE | $4,917 | $8,297-40.7% | $7,994-38.5% | $6,507-24.4% |
| Admin fee / account holder | $746 | $11,446-93.5% | $11,185-93.3% | $12,624-94.1% |