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 | $52,348 | $78,422-33.2% | $95,952-45.4% | $79,858-34.4% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.7pp | 69.6%-6.3pp |
| Annual return | 20.58% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,387 | $1,945-28.7% | $2,541-45.4% | $2,471-43.9% |
| Participant deferral / active EE | $3,295 | $3,440-4.2% | $4,167-20.9% | $3,740-11.9% |
| Admin fee / account holder | $380 | $5,622-93.2% | $6,795-94.4% | $5,306-92.8% |