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 | $64,233 | $103,376-37.9% | $87,100-26.3% | $152,861-58.0% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 16.29% | 28.10%-11.8pp | 28.19%-11.9pp | 345.32%-329.0pp |
| Employer contribution / active EE | $767 | $3,220-76.2% | $2,521-69.6% | $4,762-83.9% |
| Participant deferral / active EE | $2,178 | $4,778-54.4% | $4,049-46.2% | $5,850-62.8% |
| Admin fee / account holder | $1,312 | $12,205-89.3% | $7,497-82.5% | $11,596-88.7% |