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 | $72,991 | $110,257-33.8% | $96,544-24.4% | $139,434-47.7% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 22.21% | 26.32%-4.1pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,043 | $3,620-71.2% | $2,965-64.8% | $4,751-78.0% |
| Participant deferral / active EE | $3,961 | $5,548-28.6% | $4,851-18.3% | $6,710-41.0% |
| Admin fee / account holder | $627 | $11,591-94.6% | $8,252-92.4% | $11,403-94.5% |