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 | $58,112 | $81,248-28.5% | $155,509-62.6% | $80,856-28.1% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 30.08% | 33.31%-3.2pp | 64.67%-34.6pp | 35.59%-5.5pp |
| Employer contribution / active EE | $1,663 | $3,100-46.4% | $4,672-64.4% | $2,755-39.6% |
| Participant deferral / active EE | $2,911 | $3,452-15.7% | $5,626-48.3% | $4,296-32.2% |
| Admin fee / account holder | $2,111 | $7,997-73.6% | $15,912-86.7% | $6,918-69.5% |