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 | $62,476 | $64,839-3.6% | $95,585-34.6% | $84,808-26.3% |
| Participation rate | 36.1% | 63.8%-27.7pp | 72.1%-36.0pp | 68.3%-32.2pp |
| Annual return | 14.70% | -670.96%+685.7pp | 38.56%-23.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,403 | $1,759+36.6% | $2,527-4.9% | $2,631-8.7% |
| Participant deferral / active EE | $3,633 | $2,965+22.5% | $4,023-9.7% | $4,212-13.7% |
| Admin fee / account holder | $4,357 | $5,964-26.9% | $6,127-28.9% | $7,344-40.7% |