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 | $47,173 | $109,881-57.1% | $150,045-68.6% | $84,808-44.4% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 15.76% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,494 | $3,561-58.1% | $4,693-68.2% | $2,631-43.2% |
| Participant deferral / active EE | $2,813 | $6,636-57.6% | $7,997-64.8% | $4,212-33.2% |
| Admin fee / account holder | $2,923 | $8,568-65.9% | $13,435-78.2% | $7,344-60.2% |