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 | $70,354 | $72,277-2.7% | $101,248-30.5% | $79,858-11.9% |
| Participation rate | 40.4% | 68.5%-28.0pp | 75.8%-35.4pp | 69.6%-29.2pp |
| Annual return | 19.09% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,086 | $2,692-59.6% | $3,660-70.3% | $2,471-56.0% |
| Participant deferral / active EE | $2,503 | $3,282-23.7% | $4,370-42.7% | $3,740-33.1% |
| Admin fee / account holder | $2,687 | $4,400-38.9% | $5,945-54.8% | $5,306-49.4% |