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 | $49,982 | $86,929-42.5% | $102,423-51.2% | $80,856-38.2% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.6%-11.5pp |
| Annual return | 17.63% | 18.88%-1.3pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,936 | $2,369+23.9% | $3,023-2.9% | $2,755+6.6% |
| Participant deferral / active EE | $7,533 | $4,118+82.9% | $5,053+49.1% | $4,296+75.4% |
| Admin fee / account holder | $5,677 | $8,049-29.5% | $9,451-39.9% | $6,918-17.9% |