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 | $59,200 | $95,803-38.2% | $113,168-47.7% | $84,808-30.2% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 68.3%-4.0pp |
| Annual return | 19.20% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,945 | $2,360+24.8% | $2,975-1.0% | $2,631+11.9% |
| Participant deferral / active EE | $6,653 | $4,242+56.8% | $5,107+30.3% | $4,212+58.0% |
| Admin fee / account holder | $6,448 | $8,989-28.3% | $12,068-46.6% | $7,344-12.2% |