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 | $70,886 | $72,277-1.9% | $101,248-30.0% | $79,858-11.2% |
| Participation rate | 59.6% | 68.5%-8.8pp | 75.8%-16.2pp | 69.6%-10.0pp |
| Annual return | 19.07% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,524 | $2,692-43.4% | $3,660-58.3% | $2,471-38.3% |
| Participant deferral / active EE | $2,634 | $3,282-19.7% | $4,370-39.7% | $3,740-29.6% |
| Admin fee / account holder | $2,127 | $4,400-51.7% | $5,945-64.2% | $5,306-59.9% |