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 | $58,159 | $87,013-33.2% | $106,213-45.2% | $80,856-28.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.6%+1.6pp |
| Annual return | 12.62% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $748 | $2,395-68.8% | $3,171-76.4% | $2,755-72.8% |
| Participant deferral / active EE | $1,943 | $3,986-51.2% | $5,016-61.3% | $4,296-54.8% |
| Admin fee / account holder | $1,051 | $8,431-87.5% | $11,033-90.5% | $6,918-84.8% |