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 | $70,343 | $85,022-17.3% | $70,515-0.2% | $139,434-49.6% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 18.14% | 30.38%-12.2pp | 32.77%-14.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,317 | $3,909-66.3% | $2,973-55.7% | $4,751-72.3% |
| Participant deferral / active EE | $2,467 | $5,890-58.1% | $4,567-46.0% | $6,710-63.2% |
| Admin fee / account holder | $590 | $8,906-93.4% | $6,412-90.8% | $11,403-94.8% |