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 | $49,060 | $89,753-45.3% | $107,525-54.4% | $84,808-42.2% |
| Participation rate | 67.6% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.7pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,629 | $3,113-47.7% | $3,754-56.6% | $2,631-38.1% |
| Participant deferral / active EE | $3,159 | $4,056-22.1% | $5,116-38.2% | $4,212-25.0% |
| Admin fee / account holder | $5,236 | $7,222-27.5% | $8,919-41.3% | $7,344-28.7% |