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 | $63,484 | $109,881-42.2% | $150,045-57.7% | $84,808-25.1% |
| Participation rate | 44.1% | 76.1%-32.0pp | 82.3%-38.2pp | 68.3%-24.2pp |
| Annual return | 18.82% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,612 | $3,561-54.7% | $4,693-65.7% | $2,631-38.7% |
| Participant deferral / active EE | $3,449 | $6,636-48.0% | $7,997-56.9% | $4,212-18.1% |
| Admin fee / account holder | $2,893 | $8,568-66.2% | $13,435-78.5% | $7,344-60.6% |