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 | $56,971 | $109,413-47.9% | $156,263-63.5% | $84,808-32.8% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 26.41% | 20.18%+6.2pp | 59.47%-33.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,873 | $2,907-35.6% | $4,333-56.8% | $2,631-28.8% |
| Participant deferral / active EE | $4,300 | $4,590-6.3% | $6,158-30.2% | $4,212+2.1% |
| Admin fee / account holder | $911 | $9,357-90.3% | $14,255-93.6% | $7,344-87.6% |