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 | $55,990 | $181,894-69.2% | $156,549-64.2% | $273,961-79.6% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,381 | $6,248-77.9% | $5,501-74.9% | $4,869-71.6% |
| Participant deferral / active EE | $3,132 | $5,550-43.6% | $4,871-35.7% | $5,287-40.8% |
| Admin fee / account holder | $558 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |