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 | $30,968 | $83,477-62.9% | $125,175-75.3% | $72,985-57.6% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.5%-10.7pp |
| Annual return | 25.83% | 25.78%+0.1pp | 43.79%-18.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,666 | $2,345-29.0% | $3,865-56.9% | $2,440-31.7% |
| Participant deferral / active EE | $5,824 | $3,585+62.4% | $4,937+18.0% | $3,607+61.4% |
| Admin fee / account holder | $6,498 | $5,517+17.8% | $9,702-33.0% | $5,124+26.8% |