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 | $52,946 | $109,881-51.8% | $150,045-64.7% | $84,808-37.6% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.3pp | 68.3%-6.2pp |
| Annual return | 18.87% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,951 | $3,561-45.2% | $4,693-58.4% | $2,631-25.9% |
| Participant deferral / active EE | $2,849 | $6,636-57.1% | $7,997-64.4% | $4,212-32.4% |
| Admin fee / account holder | $10,747 | $8,568+25.4% | $13,435-20.0% | $7,344+46.3% |