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 7-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 | $60,864 | $100,326-39.3% | $180,183-66.2% | $84,808-28.2% |
| Participation rate | 57.4% | 71.0%-13.6pp | 77.4%-20.0pp | 68.3%-10.9pp |
| Annual return | 19.12% | 17.86%+1.3pp | 27.86%-8.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,887 | $3,269-11.7% | $5,039-42.7% | $2,631+9.7% |
| Participant deferral / active EE | $3,847 | $5,066-24.1% | $6,822-43.6% | $4,212-8.7% |
| Admin fee / account holder | $2,269 | $9,674-76.5% | $19,975-88.6% | $7,344-69.1% |