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 3-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 | $59,222 | $86,929-31.9% | $102,423-42.2% | $80,856-26.8% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.6%-9.7pp |
| Annual return | 13.28% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,567 | $2,369-33.9% | $3,023-48.2% | $2,755-43.1% |
| Participant deferral / active EE | $4,892 | $4,118+18.8% | $5,053-3.2% | $4,296+13.9% |
| Admin fee / account holder | $754 | $8,049-90.6% | $9,451-92.0% | $6,918-89.1% |