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 | $54,261 | $89,753-39.5% | $107,525-49.5% | $84,808-36.0% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 17.41% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,472 | $3,113-20.6% | $3,754-34.1% | $2,631-6.0% |
| Participant deferral / active EE | $4,767 | $4,056+17.5% | $5,116-6.8% | $4,212+13.2% |
| Admin fee / account holder | $14,287 | $7,222+97.8% | $8,919+60.2% | $7,344+94.5% |