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 5-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 | $85,033 | $117,983-27.9% | $101,794-16.5% | $142,382-40.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 15.97% | 36.92%-20.9pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,497 | $2,773-46.0% | $2,289-34.6% | $4,299-65.2% |
| Participant deferral / active EE | $3,402 | $4,714-27.8% | $4,084-16.7% | $6,507-47.7% |
| Admin fee / account holder | $6,861 | $10,433-34.2% | $8,777-21.8% | $12,624-45.7% |